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.
Claim your business profile now and gain access to all features and respond to customer reviews.
deVere Italia forms part of the world's leading independent financial consultancy firm, deVere Group. We offer sound, trusted and expert financial advice.
