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deVere Group Reviews 

4,276
TrustScore 5 out of 5

4.8

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Review summary

Created with AI, based on recent reviews

Evaluating 722 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently praise the professional and friendly staff for providing exceptional guidance on investments, pensions, and overall wealth planning. People deeply appreciate the clear communication, noting that advisors make complex financial strategies easy to understand without applying any unnecessary pressure. However, some reviewers were not happy with occasional communication delays, mentioning long waits for scheduled callback appointments and responses. A few other people also felt that frequent staff changes and corporate takeovers created notable continuity challenges when managing their long-term portfolios. Despite these specific concerns regarding administrative follow-ups, the general sentiment remains overwhelmingly positive regarding the quality of financial advice received.

What people talk about most

Staff

Reviewers highlight positive aspects of staff, noting that financial advisors are consistently professional,... See more

Service

People report high satisfaction with the financial service provided by the advisors, highlighting their... See more

Customer service

Clients share positive opinions on customer service, highlighting professional and attentive support from... See more

User experience

Reviewers express high satisfaction regarding their user experience, highlighting friendly interactions and... See more

Response time

Customers consistently note positive experiences with response time, highlighting that advisors are... See more

Reviews shaping this summary

Rated 5 out of 5 stars

Oliver Wilcox has looked after our wealth planning for a while now and has been brilliant throughout. He explains things clearly, is always available when we need him, and genuinely has our best inter... See more

Company replied

Rated 5 out of 5 stars

As always Daniel Pike our adviser at SEB life, has guided us through the application, setting up and all the details required to invest in Prudence bond. We meet him last week in person, in Competa h... See more

Company replied

Rated 5 out of 5 stars

Oliver Wilcox is magic! Working with him has taken a lot of anxiety out of managing our wealth and investment options. He communicates clearly and takes the time to make things simple, even if you’re... See more

Company replied

Rated 5 out of 5 stars

I've really enjoyed working with Oliver Wilcox at deVere. From day one he's been friendly, easy to talk to, and has always taken the time to understand what I'm looking for rather than rushing int... See more

Company replied


Company details

  1. Financial Planner
  2. Financial Consultant
  3. Investment Service

Written by the company

deVere Group is the parent company and owner of the deVere brand. Regulated financial advice, investment, insurance, and retirement services are delivered by licensed deVere entities operating under the Group's structure. Each entity is authorised and supervised by the financial regulator in its respective jurisdiction. Across the deVere Group companies and deVere brand network members operating in Europe, the Middle East, Africa and Asia-Pacific, more than $10bn is under advice from over 80,000 clients in more than 100 countries. The deVere brand entities offer financial advisory services across a range of needs, from straightforward local planning to complex cross-border arrangements. Our services span international retirement planning, investment advisory, insurance brokerage, workplace financial education, cross-border wealth planning, and institutional advisory, with the specific services available to each client determined by the licensed scope of the entity in their jurisdiction. Reviews on this page are submitted by clients of the licensed entities trading under the deVere brand. To find the licensed entity authorised to serve you in your country, please visit www.devere-group.com.


Contact info

4.8

Excellent

TrustScore 5 out of 5

4K reviews

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Asks customers to review

This company invites their customers to review, whether positive or negative

Replied to 75% of negative reviews

Typically replies within 1 month

How this company uses Trustpilot

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4.8

All reviews

(4,276)

722 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more
Sam

Rated 5 out of 5 stars

Sam Wheeler was Absolutely a star

Sam Wheeler was Absolutely a star.
Made this super easy to understand and made it less stressful than it needed to be and it was a smooth experience. He handled everything and made my life and my future make so much more sense. He genuinely cares and I am so lucky and greatful to have him looking after my son and I

May 6, 2020
Unprompted review
Rated 5 out of 5 stars

Both Sam Wheeler-Brown and Sean Clark…

Both Sam Wheeler-Brown and Sean Clark are the most easiest guys to speak to you. No funny jargon that you dont understand. Will happily explain things in more detail. Both went out of their way and worked in their own time outside of office hours , when my UK Pension Companies where being awkward.
Super professional and definitely would recommend this company to anyone who is needing financial advice.

March 17, 2020
Unprompted review
Rated 5 out of 5 stars

100% recommend deVere NZ

100% recommend deVere NZ. Sam contacted me through LinkedIn - a smart initiative. I had for many years looked at bringing my UK pension over to NZ but couldn't quite find the right or easy advice. Sam and Sean took care of the whole process hassle free within just a few weeks - all sorted. They took the time to come and see me and took care of all the paperwork. We have also gone on to focus on retirement planning and investments. A complicated task made so easy. Thank you

January 23, 2020
Unprompted review
Rated 5 out of 5 stars

Excellent

We used Devere to transfer our UK pensions to New Zealand, both Sam & Sean dealt with everything in a reliable and professional manner on our behalf, we didn't have to do anything, excellent job guys recommending you to everyone possible

January 14, 2020
Unprompted review
Rated 5 out of 5 stars

Stacey Gray Testimonial

Stacey Gray has worked with us for around 6 years and we couldn’t be happier with her work. Her knowledge and expertise allow her to advise us naturally. She has gotten to know us well and understands how our finances need to change when our circumstances change. We could not speak more highly of Stacey, not only an incredible advisor but a total legend!

Mike & Sam

January 28, 2019
Unprompted review
Show reviews in all languages. (4,276 reviews)

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