deVere Italia

Società con Socio Unico, Viale Francesco Restelli, 1,, 20124, Milano, IT
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5.00
Based on 370 Reviews

5

88.38%

4

9.19%

3

0.27%

2

0.00%

1

2.16%
About deVere Italia

deVere Italia forms part of the world's leading independent financial consultancy firm, deVere Group. We offer sound, trusted and expert financial advice.

Contact Info

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Ugo Cosentino
Italy | 27 November 2018

Laura Lockett, wonderful service and very pleasant person!!! I met Laura as she contacted me indirectly via my personal assistant as I have lived and worked many years in the UK and had a very complex pension situation to unravel which I never had the patience or the know how to tackle...Laura took over the situation in the most efficent way: explained the whole process, pros and cons, came to visit in my office several times and established direct contact with my ex employers and pension fund until...magically....all was solved and from 3 private pension funds, I found myself with one manageable and well identified investment...all in the best pleasant and collaborative spirit!!! A real pleasure to have as an advisor...congratulations Laura.

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Anne David
Belgium | 28 September 2018

After a few years of inactivity (dormant fund), it took some time to understand who my personal adviser was (or should be after changes took place within the deVere group) and to get someone assigned from deVere Italia (4 stars for that reason), but once connected to Tony Nightingale, things got sorted. Patient in his explanations, flexible in his availability, regular follow-up on the progress in sorting my affairs (which took quite some time, but not because of deVere). His support was much appreciated.

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Silvia Pinna
Italy | 11 September 2018

Ho riscontrato un'altissima professionalità in Devere Italia e anche umanità. Questa azienda si preoccupa dei suoi clienti e organizza serate per loro. Grazie a Devere e al mio consulente Aaran Loftus ho vinto un viaggio a Londra di 3 giorni nell'hotel Savoy in centro a Londra, compresa vi era anche una cena di lusso. Sono veramente contenta del servizio offerto e del rapporto che si è instaurato in questi anni. Grazie!

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Filippo Boria
Italy | 07 September 2018

Colin Eldridge of deVere Italia has been my financial advisor for the last 2 years. Colin provided me with the complete capabilities of DeVere with outstanding professionalism, client focus and needed flexibility. He has gained my total trust re-arranging and simplifying my financial affairs into something I can understand and track much better. Above all, he is a delightful and charming person.

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Steve Axe
Belgium | 19 August 2018

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.

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Olena Sosenko
Switzerland | 08 August 2018

Kerry Newcombe is my finacial consultant within deVere group Italia. I have a great pleasure working with Kerry. She is always clear, precise, proactive and helful. I feel that I get the best advise on my assets management, wich also brings the sence of security. I recomment working with deVere Italia and with Kerry particularly.

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rob gartenberg
Belgium | 08 August 2018

Andrew Daglish has been my financial advisor for some time now and I have no hesitation in recommending him. He's a good listener and patient explainer who provides sound advice that he can - and does - always justify if required, but is also flexible enough to offer alternatives when required. He is also honest, rigorous, hard-working and generous with his time. Not only have his proposed investments performed well overall, more than justifying the fairly high costs of deVere's service, but he never loses sight of the big picture and takes account of his investor's overall financial, personal and tax situation and life choices.

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Ian Culpin
Belgium | 04 August 2018

I have had Andrew Daglish as a financial advisor for 5 years. At that time I started out with three different advisors as risk spreading strategy. Now I have reduced it to just one, Andrew. Why? Regular review and follow up quarterly or as I request, do actually happen. Transparency of operation, document flows, compliance checks work well. Advice is sound and regularly updated if circumstances change. Performance of investments? Difficult and unfair to assess in comparison to my other two advisors as I have a low-risk profile with deVere as it is a joint investment and the others were personal and higher risk. Andrew is very approachable and happy to discuss concerns, but as in many areas of consulting the only way you can get good advice is if you are open to discussing your needs, concerns and objectives.

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Giovanni
Italy | 04 August 2018

Right pace and, for what I can tell, right solution. Peter Smith helped locate and move out of the UK an old pension fund which I had lost track of. The promised querterly reviews did materialize. Readily assisted me with special requirements. Recommended

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Roberto Boero
Belgium | 03 August 2018

I met Andrew Daglish for the first time 6 years ago. When I think about the motivation that led me to start collaboration with Andrew and deVere at that time, professionalism is the first word that pops in my mind. After 6 years of collaboration I can say that this first impression was right, and without hesitation I recommend Andrew as a trustworthy financial advisor

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Lemoine
Belgium | 03 August 2018

Andrew Daglish is really a great financial advisor. He’s always looking after his customer best interest and always reactive to any request or question that one may have.

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SCOTT ALFORD
Qatar | 03 August 2018

Pete Smith of deVere Italia has been my financial consultant for over 3 years. Always highly personable and professional he has re-arranged my financial affairs into something I can understand and track, plus made a significant gain from an old UK pension. Very trusted.

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Giovanna Della
Italy | 01 August 2018

Trustworthy, efficient and friendly team. Aaran was very helpful in taking care of my pension fund transfer and management.

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Katinka Ridderbos
Switzerland | 01 August 2018

My situation is a little unusual as my life choices are somewhat different from most people's choices, but Kerry at deVere hasn't bat an eyelid and has given me clear advice to chart a path forward. It's been very reassuring to be able to discuss the options with her, and I've particularly appreciated her patience in talking me through the various possibilities.

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Ezio Delloste
Italy | 31 July 2018

Sto utilizzando devere da ormai 7anni e devo dire che il servizio e' sempre stato eccellente,puntuale ed effuciente. Un grazie particolare ad aaran loftus che mi ha sempre seguito con passione e professionalita

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Roberto
Italy | 31 July 2018

Since i started to interact with Aaron of Devere italy i feel myself more confident.

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Ray
United Kingdom | 31 July 2018

Well done Colin Eldridge and De Vere for sound advice and a great personal service. You sorted out our out-dated and complicated financial situation with ease.

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Ian Italy
Italy | 30 July 2018

I have dealt with deVere for some 18 years and have always found them efficient and approachable. In particular Colin Eldridge my personal adviser is always helpful explaining the things I don't understand in a clear and simple manner. I would highly recommend him and deVere for any ex pat in need of financial planning.

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Gustavo Laborde
France | 30 July 2018

With my deVere Italy team, spearheaded by Kerry, I feel comfortable and taken care of. It's a team that inspires trust, is on top of things, and is very friendly and pleasant to work with. I've been with deVere for a long time, though only recently with deVere Italy, and can tell that this is a specially communicative and hands-on team. Whilst it is too early to judge the financial results, for now they give me that crucial peace of mind.

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Luca
Italy | 30 July 2018

trustworthy and indipendent consultant

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