deVere Italia

Financial Operations and Advisory
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370 reviews
Overall Rating
Customer Reviews about

deVere Italia

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Mary

5.00/5.00

"Very good and transparent service"

Very good and transparent service. I would highly recommend De Vere to expats or any person seeking sound advice.
Peter Smith was patient, personable and always attentive to our family financial needs.

30/07/2018

Giuseppe

5.00/5.00

"Very straight and insightful advice on…"

Very straight and insightful advice on pension fund transfer and management. They helped me with all the steps and followed up consistently. I would certainly recommend them.

29/07/2018

Stefano Recchi

4.00/5.00

"Holistic consultancy approach"

Constant attention to customer's overall situation, I specifically like their holistic approach to financial decisions.

Their UK government and private pension consulting services may turn out very useful.
On performance, need to let the mid term horizon mature before assessing.
Capable of listening and grasping individual diverse situations in order to build more suitable and tailored portfolio proposals.

27/07/2018

Mark Lilley

5.00/5.00

"I recommend DeVere Itay (Milan) without hesitation"

I had a private UK pension that a large Italian Insurer (one of the ones who've recently stuck their name atop a new skyscraper in Milan) had previously (and unsuccessfully) tried to transfer for me.

Then out-of-the-blue Pete Smith of DeVere in Milan contacted me. Kind of spooky at first, but he'd simply done his homework & it was a case of right time, right place, right person. He had my pension transferred abroad for me within a couple of months. No stress, no hassle.

Two years later I continue to find Pete & his colleagues at DeVere efficient & helpful.

I recommend them without hesitation.

27/07/2018

Marco Figus

5.00/5.00

"Review of deVere Italia"

I have known Colin Eldridge of deVere Italia for just over 3 years. During this time Colin and the organization that he represents have always acted with the utmost professional and ethical behaviour. Colin and deVere assisted me during a complex pension transfer from the UK which was well executed in the end. Bearing in mind that every situation is different and unique, which entails doing proper due diligence, I would recommend deVere to anyone who may have similar issues to resolve.

27/07/2018

LSC

4.00/5.00

"Very personal and relevant financial…"

Very personal and relevant financial advice.
All the advisors I met were very helpful and experienced. It's also great to have the possibility to be referred to other professionals (e.g. tax advisors or property investment)

27/07/2018

CynthiaR

5.00/5.00

"Five stars for Jessica, without hesitation..."

I can enthusiastically give my personal DeVere representative, Jessica Blanco, an unqualified five stars. Jessica is a fantastic communicator, responsive and knowledgeable in helping me maximise my QROPS retirement account possibilities. When there was a 'snag' (and there was one with another company, not DeVere) Jessica jumped in and doggedly and consistently worked toward resolution, at one point following up almost daily. In the end, her solution was creative and effective: job done. Beyond that, I find Jessica pleasant, friendly and easy to work with, whether we are talking on the phone or exchanging emails to share information and ideas. I'd definitely recommend her.

27/07/2018

Nigel

5.00/5.00

"Highly Recommended"

Pete first got in touch with me a couple of years ago. I'll admit, initially I was a bit sceptical but he tracked down a pension scheme I had contributed to in the UK more than 30 years ago and turned it into something useful. I would definitely recommend talking to deVere Italia.

27/07/2018

Elena Ferrari

5.00/5.00

"deVere Milano"

I have known deVere for two years and worked with two advisors so far, Luca Smacchia and Peter Smith. Both have been very helpful and clearly answered all my questions. I also like the atmosphere at the deVere office in Milan......relaxed, efficient and friendly!

27/07/2018

Silvia Kelly

5.00/5.00

"great experience/service provided by Devere"

I’ve always had a great experience with the Devere Financial Consultants. I had 2 so far, always quick at replying to my questions, patient at explaining me my doubts. Once my 2 year’s consultant (Graham Jelly) left I’ve been immediately taken care by the new one (Tony Nightingale) who was up to date with my needs and existing contracts. The service is quick and Devere responds promptly to all your needs/doubts. I wouldn’t change!

26/07/2018
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