Review Time
I have been working with Andrew Daglish at deVere for over ten years, and my experience has been consistently outstanding. The longevity of our collaboration says it all — Andrew understands my goals perfectly and always recommends investments that align with my needs.
There’s a clear, long-term plan in place as I approach retirement in few years, focused on both portfolio growth and optimizing overall benefits. Our regular review meetings are highly constructive, with open two-way communication where Andrew asks the right questions and encourages me to do the same.
Recently, I also received excellent advice from him regarding the new Capital Gains Tax regulations in Belgium, ensuring I can handle these changes in the most efficient way possible.
I’m a very satisfied client and truly value this long-term partnership. Having a financial advisor who knows your history and goals makes all the difference — switching frequently would never deliver the same results. I hope to continue working with Andrew and deVere for many years to come.
I have been working with Andrew Daglish at deVere for over ten years, and my experience has been consistently outstanding. The longevity of our collaboration says it all — Andrew understands my goals perfectly and always recommends investments that align with my needs.There’s a clear, long-term plan in place as I approach retirement in few years, focused on both portfolio growth and optimizing overall benefits. Our regular review meetings are highly constructive, with open two-way communication where Andrew asks the right questions and encourages me to do the same.Recently, I also received excellent advice from him regarding the new Capital Gains Tax regulations in Belgium, ensuring I can handle these changes in the most efficient way possible.I’m a very satisfied client and truly value this long-term partnership. Having a financial advisor who knows your history and goals makes all the difference — switching frequently would never deliver the same results. I hope to continue working with Andrew and deVere for many years to come.
Laura Lockett has been brilliant during the discussion to move my pension from the UK to France. She outlined every step, the advantages and potential pitfalls, along the way. Laura is knowledgeable, patient and believes in building relationships. She endeavors to deliver superlative performance with a smile.
Since changing to De Vere Italia, we have only experienced professional advice resulting in a growing portfolio. I've invested now with Devere since 2011. Our initial experience was not a positive one. However since 2019 & Our last 2 advisors have been nothing but exemplary. Literally picking up the pieces of my investments and turning it into a healthy, growing portfolio.I have the utmost trust in Jed Taylor our advisor of 3 years or so and would recommend him to anyone. I look forward to working with him for many years to come. 15/01/2026
I’ve had an excellent experience working with deVere Italia. From the beginning, the team handled all my questions with professionalism and a friendly, non-pushy approach, which gave me the confidence to continue our relationship long term.My advisor, Laura Lockett, has been exceptionally competent and supportive. She has guided me through complex areas such as investments, pension regulations, tax implications, and inheritance rules, always ensuring I fully understood my options. Her ability to provide clear, relevant advice tailored to my local jurisdiction in Cyprus has been invaluable.I highly recommend deVere Italia and Laura for their expertise, integrity, and client-focused service.
Colin Eldrige and his Milan's team helped me in a very efficient and professional way to go through the Italian and UK bureaucracy and solve problems that I couldn't handle on my own. I strongly recommend them for their competence, politeness and skills.
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deVere Italia forms part of the world's leading independent financial consultancy firm, deVere Group. We offer sound, trusted and expert financial advice.
