Consultancy and Advisory Awards 2017

6 CORPORATE VISION / 2017 Consultancy & Advisory Awards deVere Spain S.L is part of one of the world’s leading independent financial advisory organisations, withmore than $10bn under advice fromover 80,000 clients in 100 countries. We caught up with Andy Oliver from the firm to learnmore. deVere Spain S.L Established in 2002, deVere Spain, part of deVere Group, provides specialist financial advice to clients across the Iberian Peninsula and the islands, who are predominantly expatriates and international investors, enabling them to reach, and often exceed their financial goals. Andy discusses the specialist focus of the group’s Spanish branch and how it works to ensure excellence for its valued clients. “At deVere Spain, our key areas of expertise include advice on retirement planning, overseas pensions, education planning, insurance, international mortgages, and estate and succession planning, amongst others. “Financial advisers here at deVere Spain take a holistic approach to providing financial advice. They source pensions, investments, mortgages, amongst others, that best match the client’s personal wealth ambitions and risk level. I believe our clients in Spain take peace of mind from and enjoy the associated benefits of our size, such as our market-leading technologies, our comprehensive range of products – many of which are exclusive to deVere clients - and our well-established relationships with the world’s leading financial institutions.” To provide clients with a truly cutting edge service that meets their needs, the firm has to adapt around the constant developments in the market, as Andy emphasises. “The consultancy sector is an exciting, fast-changing, dynamic space. There are a whole host of challenges and outside influences that shape the industry such as the developing regulatory landscapes in which we must always work, plus client expectations are evolving too. “In response to this, we use our compliance, legal and technical teams to remain fully compliant with all regulatory issues and demands, we always remain totally focused on a client-orientated service, and we always look to extend our product offerings to meet our clients’ requirements and expectations.” Looking to the future, being part of a dynamic, global company, deVere Spain will continue to work hard to further expand its presence within the financial advisory industry, as Andy concludes. “Moving forward, in order to meet ongoing and increasing client demand for deVere Spain’s cutting-edge financial advice, we will be recruiting more independent financial advisers in 2018 and beyond, as well as further expanding our operation throughout Western Europe.” CO170002 , Best European Expatriate Financial Consultancy 2017 Company: deVere Spain S.L Contact: Andy Oliver Contact Email: [email protected] Address: Edificio S208, Parque Miramar 2A, Avenida Sanz de Tejada s/n, Mijas Costa, Malaga, 29649, Spain Phone: 0034 952 903 205 Website : Independent, Expert Financial Advice, Wherever YOU Are