Investments

We share a singular vision for success, not only as individuals and as a company but critically, for you our client. We operate on trust and honesty. Our financial advisors are amongst the best in the industry. We have a size and strength that can bring all of this to bear on your investment portfolio.
 
How we create your investment portfolio is what sets us apart.
 
We’ll focus on your individual medium to long-term needs. We’ll create a portfolio that works best for you, takes advantage of the opportunities, mitigates risk and creates security for your future. We’ll combine other areas of financial planning when required and we’ll offer you the full weight of administrative and technical support that only an industry leader can provide.
 
And as time goes on, we’ll regularly review your investment portfolio taking into account changes to tax and financial legislation to ensure your portfolio remains on target for the monetary return we have planned for you.
 
Our advice will include any of the following based on your individual needs:
•    Individual Savings Accounts
•    Discretionary Managed Portfolio’s
•    Unit Trusts or OEICs
•    Investment Bonds Onshore and Offshore
•    Enterprise Investment Schemes
•    Venture Capital Trusts
•    AIM Portfolios

To find out more about investments, contact deVere United Kingdom today and speak with one of our experts.

The value of investments may go down as well as up and you may not get back as much as you originally invested.

We are aware that deVere United Kingdom and associated Group companies have been cloned and UK residents are being contacted by a fraudulent company/companies, using our company details, images and London office address. If you have any communication from anyone using the email addresses that DO NOT end in @devere-uk.co.uk or @devere-group.com, please contact us as soon as possible on [email protected] or directly by telephone on +44 (0) 333 344 9530.

In addition to this, we have also been made aware of unsolicited calls being made by unscrupulous organisations which claim to have been recommended to contact individuals following details being passed from deVere United Kingdom. What follows is usually an invitation to invest in a European IPO – often a recognised name, frequently an airline. If you are contacted in this way, please DO NOT allow the call to continue, take the person’s details and refer this back to us via the contact details we provide above – It is a boiler room scam, we will report this to our regulator. deVere United Kingdom does not share client data with third party companies, so being contacted in this way will not be as a result of an introduction from us.

deVere United Kingdom and deVere Mortgages are trading names of deVere and Partners (UK) Ltd, which is authorised and regulated by the Financial Conduct Authority FRN (469151). Auto Enrolment, Inheritance Tax Planning and Buy to let Mortgages are not regulated by the FCA.

deVere and Partners (UK) Limited are registered in England and Wales company registration number 05260529.