deVere Group Reviews 4,124

Friendly, professional staff providing good advice.
No money lost so far.

Paul White and Lauren Holtshausen have always been proactive and helpful. They are warm, friendly and easy to communicate with. Their advice has been clear, undiluted and reasonable. We have benefited from their financial guidance which has allowed us to make balanced investment decisions according to our goals. We look forward to our quarterly reviews, to catch up and to assess progress. Our conversations feel familiar and friendly yet perfectly professional. They are an excellent team. Thank you both.

Josh Dixon has been a pleasure to work with thus far, I'm new to the investing world and he has made it simple, his words have matched the actions, very responsive and well educated on the markets. The onboarding was easy and does take away any time from your day to day. Highly recommend

I want to highlight the help and assistance I have recently received from Cameron Bird our financial advisor. He was extremely professionalism at all times with clear and prompt communication in what was an extremely stressful time for me following the passing of my husband. I really appreciated his excellent customer service and personalized attention, his quick responsiveness, and dedication to resolving the situation which was made unnecessarily difficult by a third party. I have always felt very confident in the advice and support of Cameron Bird and look forward to the future dealings.

I'll be the first to admit — I am not at all savvy when it comes to financial ventures. The world of investing used to feel intimidating and out of reach for me, especially because I'm genuinely scared of losses. I've always been very conservative with money, and the idea of risking what I've worked hard for kept me from making any real moves.

That's exactly why I'm so grateful to have Darema Dzhold as my financial adviser.

From our very first conversation, Darema took my fears seriously. She didn't brush off my concerns or push me toward aggressive strategies I wasn't comfortable with. Instead, she assured me that my worry about losses would be built right into the foundation of my portfolio. And she's kept that promise — every step of the way.

What I appreciate most is how she regularly meets with me and patiently explains the things I don't understand. Graphs used to look like meaningless squiggles to me, but she takes the time to walk me through what they mean now, and what they could possibly mean for the future. She also helps me understand the assets themselves, not in a condescending way, but in a way that makes me feel like I'm actually learning.

Beyond our one-on-one meetings, Darema posts videos with practical financial advice — how to handle money wisely, how to make sure you're saving, but also how to give yourself permission to enjoy your income without guilt. That balance has been eye-opening for me.

Most of all, I'm simply happy she's the adviser I was given. I have a humble financial status, and I used to feel like that didn't matter much to professionals in this field. But Darema has never made me feel that way. She makes me feel like my humble investments actually matter — because to her, they do.

If you're someone who's hesitant about investing or feels "too small" to work with an adviser, I can't recommend Darema enough. She's turned something scary into something steady, understandable, and even a little hopeful.

I have worked in a Client facing role all my life and understand what service excellence is and for those that are good, it comes easily. That is my experience collaborating with Peter Smith and Danielle Hennessy Smith from your Italian office. From a cold call to what feels now more like a warm friendship they have both displayed exemplary qualities of a strong professional relationship, can do attitude and have more than once have gone above and beyond their roles to help us identify and consolidate my husband and my pensions to make it easy for us both to retire in a few years. I would highly recommend deVere thanks to the people and service. If all staff are of like mind and practice as Peter and Danielle then you have a winning service model.

I would highly recommend anyone thinking of moving funds from the UK to use the DeVere Group.
in this complicated process which I would never have been able to navigate on my own, Max Summers was totally professional in all aspects of this complicated preceedure.
he was totally up on all necessary requirements of both countries including taxes, easy to talk to and made things very easy and simple for me to understand.
a true professional.

Great experience working with Cameron. I felt like there was a true partnership, fantastic client service and great communication. Cameron was transparent, friendly and professional in his approach and gave me great advice in solving my pension challenges as a foreigner living in Spain. Would recommend!

Very happy with the professional support and collaboration with Lewis Duncan.
Looking forward for our next Interaction👍

I have been working with Callum as my financial advisor for the last 3 years and have been extremely pleased with the experience. What stands out most is his patience and willingness to take the time to explain products and investment options in a clear and understandable way. He never rushes the process and ensures that I am comfortable and informed before making any decisions.

Callum provides genuinely unbiased advice and looks at the broader financial picture rather than simply recommending products. I particularly value that his guidance is not limited to DeVere offerings; he takes an overarching advisory approach and focuses on what is most suitable for my circumstances and objectives.

Several of the investments we discussed have delivered the kind of returns I had hoped for, resulting in strong profits and reinforcing my confidence in his recommendations. Throughout our relationship, Callum has demonstrated honesty, openness, and transparency in all his dealings.

He consistently keeps up to date with market developments, is proactive in identifying opportunities and risks, and regularly communicates relevant information. His frankness, professionalism, and genuine commitment to providing sound financial advice make him someone I would confidently recommend to anyone seeking a trusted financial advisor.

This is a review about Mr Andrew Daglish, a genuinely thorough professional, communicates clearly, consistently delivers high-quality work. I highly recommend Andrew to anyone needing his services.

In-person support and advice - tailored to each individual situation. Would recommend the company.

Two years ago, I moved my investments to deVere Italy after a very disappointing experience with my previous bank — and it’s been one of the best decisions I’ve made. Since joining, I’ve been working with Jed Taylor, who has truly exceeded my expectations. Jed strikes the perfect balance between being approachable and thoroughly professional. He doesn’t just manage my portfolio; he proactively brings new ideas and opportunities to the table, always keeping my financial goals in mind. This is exactly the level of service and personal attention I had been looking for.

Working with Andrew Daglish is always a pleasure. I guess I’ve been lucky to have Andrew as a financial Advisor for over ten years now. I cannot think of having to work with someone else: he knows what I want and therefore also knows exactly my needs. Even in case I read some informative mails coming from DeVere and ask him about it he will give his unsalted opinion taking my investment profile clearly into account so nothing will go wrong.
He remains very proactive and we have quarterly recap calls to go over the portfolio.
I hope we can work together this way for a long time to come.

We have been working with Paul and Lauren for about five years now, and we are incredibly happy with the way they have managed our finances. The key to our successful partnership has been their consistency—regular meetings and keeping us thoroughly informed.

I highly recommend Devere and especially Josh Dixon who was tremendously helpful. Don’t hesitate to get in touch for any assistance in state pension or investment advice. Quick, reactive and professional

I was contacted by Jack Ryan a couple of days ago, in response to my accessing de Vere on the net. Jack was able to answer some of my worries about bringing pensions over to Spain from the UK and, although renovating much of my home at the moment means that I have no investment capital to be advised upon, Jack was still willing to discuss and advise on matters such as Spanish Rentas, wills and the prospect of my son moving back to Spain from the UK and the implications for him. What was extremely pleasing to me was the way Jack spoke in words I could easily understand without the use of financial technical jargon, at which I'm pretty useless, being rather old-school! Our conversation was conducted in a such a way as to make me feel that this guy had time for me and was genuinely interested in allaying my fears about my own financial matters. Certainly, when I'm ready to reach out for further financial advice, Jack Ryan will be the first professional I'll be contacting!

I recently went through the complex process of transferring my UK pension across to New Zealand into an approved superannuation scheme.
From the beginning James and Will at Devere Group made this process clear to understand and navigate and were always on hand to provide professional advice.
I would recommend Devere Group to anyone who wants to transfer their pension across and I cannot speak highly enough of the support and assistance I was given to transfer mine.

Thanks to Jack Ryan for the wonderful conversation about retiring in Spain, he has been really helpful since the first minute and I would recommend him for sure.

Clearly explained the process, guided through all the relavant documents and processes professionally and without causing any stress at all.

Jed was also good at following up and chasing as well as investigating additional options for additional pensions.

Absolute pleasure to work with, so much so that when an e mail from him popped up, there was no anxiousness, it was usually always news or a chase up.

Thank you!