Frequently Asked Questions
If it’s on your mind, it’s probably on someone elses too. We have made a list of the most commonly asked questions in the world of personal financial planning. There is no such thing as a stupid question, so if you want to know it, we can answer it. Submit it below and one of our experts will be in touch soon with a response.
Should I hire a financial adviser?
Financial advisors have a breadth of knowledge which takes years to develop. This expertise will give you the peace of mind that your money is being invested in the best way possible. Advisors will help you plan effectively to ensure the future you dream of for you and your family becomes a reality and not just a dream. Financial advisors know numerous ways to save you money on taxes you may not be aware of. Moreover, by introducing you to the very best products on the market, they can ensure your money works as hard for you as you did for it.
Financial advisors can also ensure your overall asset allocation is balanced efficiently, they will also ensure your assets and liabilities are covered with effective insurance. Advisors can also assist you with estate and legacy planning.
What makes deVere different?
As an independent financial consultancy with a truly global presence, deVere Group prides itself in offering clients a world-class and results-driven service. deVere Group’s definitive aim is to support our clients in creating, growing and safeguarding their wealth. We want to join you on your journey and make your dreams come true.
What distances us from our competitors is our dedication to our team. As a powerful network of seasoned professionals, they are the backbone of deVere Group, allowing us to provide nothing short of the high-quality, and dependable financial advice that we have become renowned for.
How do I become a client?
The first step in the financial planning process involves sitting down or having a phone call with an advisor. The advisor will spend at least an hour completing a financial health check with you to fully understand your personal and financial situation. Once this is completed, the advisor will research your position and your objectives and if you qualify for advice the advisor will present a financial plan to you. It is at that point you can chose to become a client.
If I become a client, how will I be advised?
Each client works with their own financial adviser. Together, they will develop, implement and manage a made-to-measure financial strategy that is fully in-line with the client’s situation, needs and plans for the future.
What do deVere measure their success on?
At deVere Group, we work with people, not numbers. Our clients’ success is what determines our success.
Who do you work with?
Being fully independent, deVere Group can utilise the whole financial services market to ensure you have access to the most appropriate product for your needs. deVere also has exclusive relationships with certain product providers, giving deVere clients access to certain products which are not available to the general public.
Do I need investor experience to become a client?
Whether you are an established investor looking to get more out of your portfolio, or are brand new to the world of investing, deVere Group will match specific investment opportunities to your desired financial goals, guiding you every step of the way.
I'm an expat and I'm not sure where I will be in a few years, can you help?
Your investment strategy should be fully in-line with your financial circumstances, as well as your long-term goals and aspirations. It should also afford you the flexibility of rearranging it to allow for significant life changes, including buying a new property, having and raising a child, moving to a new country or retiring. Your financial adviser will also make suggestions on how best to adapt your strategy, based on the opportunities at hand.