deVere Italia

Società con Socio Unico, Viale Francesco Restelli, 1,, 20124, Milano, IT
image
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

You need to Login first to submit your review.

image
George
United Kingdom | 15 February 2024

Seana Corr has been looking after our money in our deVere account for several years now. We have always been impressed by her friendly approachable manner and have enjoyed watching our money grow.

image
Doug Smith
Austria | 09 February 2024

Elena from deVere Italia was super helpful, super professional, and went the extra mile. She made the effort to ensure a trusting relationship allowing me to make confident decisions. I will definitely work with her again!

image
JB
Italy | 08 February 2024

I recently used deVere to transfer over my two UK private pensions to a European equivalent. The entire transfer process was carried out by Elena LPris whose professionalism and valuable guidance made it as seamless as possible. I have a busy life with work and family in the south of Italy and I am grateful that at every stage of the process I knew I could rely on Elena's expertise. It is great to have one less thing to worry about now that everything has been transferred successfully.

image
angie in
France | 05 December 2023

After much thought I contacted devere. ANNA KIRK Based in Italy has talked me through my finances. I feel completly confident in her guidence. Friendly answering all my questions and such a lovely lady..Ifeel safe in her very capable hands and recommend her.

image
Carlo Gargiulo
Switzerland | 20 November 2023

I am really satisfied with support received by Seana from DeVere Italy, she is very proactive in proposing plans which fit my needs and she is very clear in explaining opportunities but also related risks. Overall, I would strongly recommend Seana as a strong financial advisor.

image
Rob Alabaster
Italy | 16 November 2023

I’ve used deVere to transfer over a UK SIPP to a European equivalent. Elena LPris ran the whole transfer process fantastically with professionalism and attention to detail. Working for a large European low cost airline (orange) based in Milan I was pretty busy so being able to rely on Elena was great. Everything is now in place…

image
David kaylene
Italy | 22 October 2023

I have finally managed to transfer my pension to deVere from the UK pension provider. It has taken just over a year of battling to get the job done due to my UK provider not following their own due diligence policies, not returning calls and emails, using scare tactics to try to persuade me to not transfer. My representative from deVere was faultless, she explained every step and process and took all of the stress and worry away from me. I am now 100% confident that my pension money is being monitored and invested correctly to my personal needs. Thank you Elena L'Pris. I will be recommending you to everyone I know.

image
Sam
United Kingdom | 21 October 2023

A 5 star service and highly recommended. I cannot fault my experience with deVere Italia. My personnel advisor, Elena, made the whole process smooth sailing from beginning to end. Elena made sure that I was provided with of all the information I needed and she was always available to answer any of my questions quickly, efficiently and professionally. Elena is very knowledgeable in her field, giving me the confidence to know that my pension transfer was in the best hands possible. I am now one very happy and satisfied client.

image
Maciej
United Kingdom | 11 October 2023

Highly recommended! Pete's expertise, experience and advice have been absolutely amazing and helped me with transferring my pension out of the UK. I highly recommend working with Pete in all pension-related matters.

image
roberto bruno
Italy | 11 October 2023

10anni fa dovevo decidere se trasferire in Italia un fondo pensione inglese che avevo accumulato durante la mia passata attività lavorativa lì. Le opzioni che mi si presentarono erano due: Anima SGR Fondo pensione Arti e Mestieri 25+ o affidarmi a deVere che mi si propose come gestore efficiente di alto livello. Mi suggerirono di trasferire i fondi presso un fondo pensione di Malta che avrebbe beneficiato anche di benefici fiscali. Nell'arco di 10 anni, poichè le prestazioni dei prodotti suggeriti non andavano come previsto accettai su suggerimento dei consulenti deVere di cambiare verso prodotti deVere specifici, perchè di prestazioni maggiori e costi di gestione più contenuti. Sono transitati due consulenti che hanno peggiorato la situazione. Oggi è arrivato un terzo consulente che vorrebbe fare ulteriori modifiche, ma mi sono opposto. Oggi il mio capitale si è ridotto di oltre il 30%, mentre il fondo Arti e Mestieri oggi ha il 92% in più. Non saprei se definirli sprovveduti o incapaci

image
Arnoud den
United Kingdom | 28 June 2023

Pete Smith, with the support of Daniela, is taking a very personalised approach, with clear guidance and rationale for what he believes are the options and potential ways forward. I would recommend Pete as a very knowledgeable and committed person to build and execute a customised financial or pension proposal.

image
Paolo
Italy | 20 June 2023

Zach is a brilliantly professional person. He is always helpful, and never gives up when finding the right solution suitable for his clients, which he found, and is perfect for my needs.

image
Fiona Cutts
United Kingdom | 14 June 2023

I have been in conversations with Zachary Stafford about my pension requirements for a few months now. My situation is quite complex, and he has always been willing to look at possibilities, rather than difficulties. I would recommend working with him.

image
Shirley Pullan
Belgium | 14 June 2023

I have been a client of De Vere's on and off for 20 years. I say on and off because I was lured away for a few years and came back to De Vere. My advice based on experience is not to be swayed by other financial companies as you will have the best customer experience and the most trusted advice from De Vere themselves. I have a colleague who has been with De Vere for over 20 years and is very content with their service also, as well as many happy customers I encountered reading these reviews. My first advisor was Colin Eldridge who was wonderful and provided excellent advice. Amongst other things, he persuaded me to open an offshore savings account to anticipate low cost financial support for my son (wedding, education, first car etc). I am so happy that I did this because otherwise I would still be without equity for the most important times in his life. It also provided some support when my life changed and I needed extra cash quickly. My current advisor Andrew Daglish is great. Andrew is extremely knowledgable about markets, financial offerings and finding the right investments to ensure a good retirement. In this he brings expertise that I don't possess nor would have the means to manifest myself, and navigating this area with the complexities of my non-domicile residency would be otherwise impossible. He is transparent with costs, risks & pitfalls, as well as which investments are the most appropriate for my circumstances. On top he is a super guy and I always look forward to our meetings.

image
Francesco Marchi
Belgium | 05 June 2023

I have been a client of deVere’s since 2011 and I had the opportunity to talk to several advisors. To be frank sometimes it was somewhat chaotic. BUT since I met Pedro Macedo two years or so ago, things moved smoothly and we had very good advices following very professional discussions. I took recently back my money and Pedro helped me, with a lot of patience, to ensure a smooth and as rapid as possible recovering of my dues. Obrigado Pedro

image
Jamie Burns
Hungary | 03 May 2023

Clear, detailed communication and guidance through every eventuality and step of the process. Thomas Budd was very easy to talk to, knowledgeable and available for whenever support was needed.

image
JP
United Kingdom | 25 April 2023

Chris was professional and efficient in his advice and approach. He even flew to France for the meetings from Italy to ensure everything was ok and clear. Highly advise.

image
Sergio Battimiello
Italy | 20 April 2023

I want to testify that I have requested to withdraw the invested sums in Devere, due to personal and professional needs. Nothing has to do with the service provided by Devere in the person of Anna Kirk who has always been courteous, providing impeccable service with great efficiency and results, despite the difficult times we are going through. Grazie Anna! Sergio Battimiello

image
Christina Brillantes
United Kingdom | 15 February 2023

I finalised the transfer of funds from other sources to DeVere after almost one year of effort, hassle and headache. My financial advisor at deVere, Kerry Newcombe, helped me to navigate through all of the obstacles and the frustratingly annoying and at times chaotic bureaucracy. And all that effort simply to be able to access my own funds, in the name of "security" and to avoid money laundering. I am delighted and relieved to have my savings out of the hands of the previous financial advisors (who did nothing in the way of service and guidance) and into something more suitable and secure under my name. Kerry was extremely helpful, patient, and encouraging me to keep focussed on the end goal, that of getting my money into a better financial vehicle. So a very big thank you to Kerry for her help, guidance and professionalism! I only wish I'd been introduced to her and DeVere years ago!

image
Max
Italy | 09 February 2023

I have been working with Seana for almost 2 years now with personal financial matters, mainly relating to cross border assistance after the backlash of Brexit. She is knowledgeable and is always very happy to help and is always available if I have any questions. I would recommend her to anyone

We may use cookies or any other tracking technologies when you visit our website, including any other media form, mobile website, or mobile application related or connected to help customize the Site and improve your experience. learn more

Allow