Nov22526 Retirement Planning Awards 2023 Wealth & Finance Best Pension & Financial Planning Consultancy Firm 2023 – Switzerland deVere Group is the globe’s largest independent financial advisory, asset management, and fintech organisation with a client-focused attitude. Its approach enables it to build unbreakable bonds with its clients and its expertise allows these partnerships to flourish. “Over the last two decades, we have earned an enviable reputation for providing our clients with a results-driven service, which is at the heart of everything we do,” enthuses deVere’s Managing Director, Paul Dodds. “Our size, strength and resources mean that we are able to recruit and retain the industry’s top advisers who, in turn, offer our clients the widest range of products and services. These include our pioneering suite of fintech apps, market-leading low-cost financial solutions, innovative investments with specialist fund managers, insurance, property, tax consultancy, mortgages and FX, amongst others – not to mention world-class governance and compliance procedures.” deVere goes from strength to strength in all areas and, with its diverse services, it can help a multitude of people – with a myriad of concerns, requirements, or wishes. Specifically, in the world of retirement, deVere offers services that we can’t refuse. Paul tells us, “deVere works with leading global providers to ensure best access to and range of products that help our clients. These solutions help our clients secure tax-efficient financial freedom when they retire. “We believe this is becoming increasingly important as financial security during retirement is now more than ever a personal responsibility as governments around the world are unlikely to be able to support older people in the future as they have done for previous generations.” Herein lies the secret to deVere’s untameable success – its seasoned experts. With two decades of experience, and with many more decades of combined experience in its team members, deVere has made a name for itself – becoming a giant in its realm. Guaranteeing help with everything related to pension planning, such as advice, transfers, savings plans, tracing, long-term and diversified investment planning, tax advice, and estate planning. Its team of professionals each bring something different to the firm, promise brighter days, and deliver incredible levels of security in retirement planning. Paul tells us, “our team of experts are dedicated to helping our clients enjoy a fulfilling, life-enriching retirement that’s free from avoidable money worries.” Approaching clients with attentiveness and care, deVere starts by understanding them – and their needs. The longterm relationships that deVere creates are the result of its compassionate method, and its successful results are what keeps people trusting its work. Paul adds, “We build long-term relationships that create trust and rapport, which is essential when helping people with something as fundamental to their lives, and those of their loved ones, as their wealth.” Helping people with the upkeep of their desired livelihood keeps deVere at the forefront in the industry. It listens to its clients and ensures that they have everything they need to feel comfortable for the foreseeable future, which is imperative for individuals no matter the day and age. “We provide peace of mind as clients who have a clear plan for their finances and retirement are often more relaxed and less anxious about their financial future, allowing them to enjoy their present life more fully.” As deVere brought its services to the industry it brought with it the skilled ability to develop and promote fintech, throughout its solutions. By utilising the power of fintech, deVere has the innate qualities needed to succeed. It utilises AI virtual assistance to provide 24/7 assistance and personalised customer service, as well as innovative algorithms that can dispel any doubt when it comes to predicting future trends and patterns in finances. Its laser focus on being the best of the best doesn’t take anything away from the work that it does. In fact, it actually drives deVere forwards – pushing the boundaries of the industry by using pioneering technology, deVere ultimately changes the way we see wealth management. “There is no other business that can come close to deVere in fintech development, innovation and implementation. The advances in fintech are happening at breakneck speed and it has already fundamentally reshaped the whole financial sector.” Providing “secure, reliable, and regulatory standards,” deVere does all it can, and more, “to protect clients’ privacy and financial security.” Paul continues, “we believe this will provide clients with greater convenience, accessibility, customisation, transparency, and costeffectiveness in managing their finances.” deVere Group has now won Best Pension & Financial Planning Consultancy Firm 2023 – Switzerland in the Retirement Planning Awards 2023, from Wealth and Finance. It is sure to develop its services and solutions even more as it continues to expand its “suite of cutting-edge solutions including retirement planning solutions, wealth management, digital banking, peer-to-peer lending, cryptocurrencies, investment planning, all in the one place.” This will inevitably increase its volume of clientele however, its team of experts will consistently pull out all the stops for each and every one of them. Building its “very own financial ecosystem,” deVere has done more than exceeded all expectations, it has become an unstoppable positive force in an industry that is vital for the wellbeing of people everywhere. Contact: Paul Dodds Company: deVere Group Switzerland SA Web Address: https://devere-switzerland.ch/ Feb23394 deVere Group thrives on a global scale, offering impartial financial advice in international savings, life insurance, pensions, and much more, so that expatriates and international investors can receive the services they need with regards to their finances. Here we talk to its Managing Director, Paul Dodds, as it wins a title in 2023’s Retirement Planning Awards.
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