Pensions

How do you want to spend your post-working life? Planning for your retirement has never been so important. We all work hard and want to enjoy our golden years free from money worries. This is where deVere comes in. Working with you and keeping all your requirements in mind, we provide our clients with expert pension guidance, advice and solutions that help you to secure tax-efficient financial freedom in retirement.

It’s never too early (or too late) to start investing in your future, whatever age you are. Once you make the decision to use our retirement planning services, one of our pension specialists will sit down with you and map out a personalised plan to enable you to live the worry-free lifestyle you and your loved-ones desire and need once you have retired. If you are one of the increasing number of expats who wish to transfer their UK pensions, we can also give you advice to help you decide the right way forward for you through our complimentary four-step analysis. Speak to us and start planning your post-work future with deVere.

Fixed Income Investments

Fixed Income Investments are ideal for those investors with a lump-sum who would like to earn a fixed income on a deposit, as they generally offer a steady income stream and more secure returns, as well as lower risks than stocks.

A large number of investors are now opting for fixed income investments rather than holding deposit accounts with a bank. One type of fixed income investment are our Structured Notes products, which offer you a fixed return that is dependent on certain market conditions; for instance, major markets or companies maintaining 80% or 90% of their value after a set period of time, usually between three to six years.

Contact our experienced and professional financial advisors for more information if you are interested in becoming part of our exclusive client base, benefitting from higher rates of interest than a bank would normally offer.

Digital assets

As technology permeates more and more aspects of our daily lives, investing in Digital Assets has become increasingly popular. Digital assets such as cryptocurrencies and NFTs are huge potential investment opportunities. It can also help with portfolio diversification.

But which crypto is the ideal one for you? And do you know your DeFi from your NFT? The best way to answer these questions is to take advice from our expert financial advisors who have top-notch market knowledge in this kind of investment product.

Want to know more? Start by checking out deVere’s extensive guide to NFTs.

Commodities

Considered one of the major classes of investment, Commodities include oil, gold, grains, beef, coffee, and natural gas. They affect the prices of many things people use in their daily lives – like food, clothes, and petrol. In the long run, they are ‘controlled’ by supply and demand, which can be affected by events such as wars, economic uncertainty, pandemics, or natural disasters. If you are wondering which the best commodities to invest in are, contact the experts and we will put you in touch with one of our experienced and professional financial advisors right away.

Stocks and Shares

There are an enormous number of stocks to choose from, in a huge range of industries. So, investing in Stocks and Shares can be a little mind-boggling, especially if you are new to investing.

Investing in the stock market carries an amount of risk (same as any other type of investment), but it can be very profitable… when done right. At deVere, your financial investment consultant is here to provide advice and help you every step of the way, to assist you to decide what your long-term life and financial goals are, and what level of risk you are willing and prepared to take, amongst other important matters. Let’s get you started on this financial journey.

Mutual Funds and ETFs

If you decide to invest in Mutual Funds, your money will be pooled together with money from other investors and used to buy securities such as stocks and bonds. Mutual Funds only update their prices at the end of each trading day.

An Exchange-Traded Fund (ETF), on the other hand, is an investment product that is traded all day on an exchange just like stocks, and contain many types of investments, including stocks, commodities, bonds, and foreign currency.
Investing in Mutual Funds and ETFs are both good ways to ensure portfolio diversification.

ESG Investing

Environmental, social and governance (ESG) matters are becoming progressively more important for us all. At deVere we know the impact that socially responsible investing has on the future of the world around us.

ESG investing has become a popular way for people who wish to pursue sustainable and responsible investment options and incorporate such investments into their diversified financial portfolio.