deVere Italia

deVere Italia S.r.l. is part of one of the world’s leading independent financial advisory organisations. They help clients, who are primarily expatriates and international investors, reach, and often exceed, their financial goals. Working closely with them, they devise, implement and manage bespoke financial strategies and solutions that help them create, grow and maximise wealth. deVere Italia’s key areas of expertise include advice on retirement planning, overseas pensions, QROPS, and education planning, amongst others.

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Steve Axe

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  • MumAbroad
    Posted at 09:47h, 14 September Reply

    Andrew Daglish has been our financial advisor for the last 7 years, and we have been delighted with his service. He is professional, approachable, and we feel our investment portfolio has strengthened as a result of his advice. He is also proactive in our financial planning (eg education, pensions, tax) which is a significant help. We would wholeheartedly recommend him. (Steve)

  • MumAbroad
    Posted at 10:35h, 14 September Reply

    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. (Giuseppe)

  • MumAbroad
    Posted at 10:36h, 14 September Reply

    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.
    (Stefano Recchi)

  • MumAbroad
    Posted at 10:36h, 14 September Reply

    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). (Laura)

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