devere-italia.it

4.9
4.9 Based on 261 reviews

deVere Italia forms part of the world's leading independent financial consultancy firm, deVere Group. We offer sound, trusted and expert financial advice....

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Paul Coppens
Outstanding service from Andrew Daglish at deVere

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.

5
Date of experience: Feb 23, 2026

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