deVere Group is the world’s largest independent financial consultancy group. International investors and expatriates employ us to find financial services products that suit their medium to long-term requirements for insurance, investments, savings and pensions. With in excess of US $13 billion of funds under administration and management, deVere has more than 100,000 clients in over a hundred countries.
deVere Spain part of the deVere Group, offers various financial planning solutions in Spain to cater for your personal financial security. Whether you would like to plan for a safe and secure retirement or you would like to start a savings plan to pay for your children’s future education fees, deVere Spain has a broad range of bespoke solutions to help.
HOW I CAN ASSIST YOU
I assist my clients by reaching, and frequently exceeding, their financial goals. Working closely with you, we will devise, implement, and manage a bespoke financial strategy and solution to help you create, grow, and maximise your assets:
My journey with my clients starts with establishing values to be adhered to and then, on this foundation, we build a changeable set of intended consequences. Subsequently, I discuss and implement the most effective way of growing and protecting the client’s wealth and assets for the future and to the benefit of their families and beneficiaries.
The deVere Group are the market leaders in QROPS (Qualifying Recognised Overseas Pensions Schemes) allowing expats to confidently and cost effectively move their UK pension to a more secure, transparent, and actively managed HMRC approved scheme.
Specialties: UK pension, QROPS, QNUPS, EURBS, Savings Plans, Inheritance tax planning, Trusts, Portfolio Management, Pension & Retirement Planning, Lump Sum and Offshore Investment, Life Insurance, Wills, Foreign Exchange
