2019 Accounting, Audit & Tax

6 Acquisition International - Accounting, Audit & Tax 2019 eVere Spain is part of deVere Group, one of the world’s largest independent financial advisory organisations, with more than $12 billion under advice from 80,000 clients in more than 100 countries globally, and the only fully licensed and regulated firm offering cross border financial advice in Spain. The company provides specialist financial advice to clients across the Iberian Peninsula and the islands, who are predominantly expatriates and international investors, enabling them to reach, and often exceed their financial goals. Specifically, deVere Spain’s key areas of expertise include giving out advice on retirement planning, overseas pensions, education planning, insurance, international mortgages, and estate and succession planning, amongst others. Leveraging the vast international presence of its parent organisation, the firm benefits from a pioneering technical team based in Malta, that provides world-class support to the global network of independent financial advisers to help clients achieve their financial goals. The deVere Malta hub is a trailblazing and enviable resource for both clients and advisers within the international financial services industry, with some 200 talented, dedicated individuals who shape the way the sector works behind-the-scenes, helping to further drive up industry standards. In addition, deVere Group’s International Investment Strategy division, headed up by former JP Morgan global strategist, Tom Elliott, provides clients with a comprehensive snapshot of the global economy, as well as regular updates on current stock market and fixed income trends, in order to assist investors in making informed investment decisions. Fundamentally, deVere Spain is a far-sighted organisation, driven by an unswerving desire to be the most trusted independent financial advisory firm, recognised for its integrity, ambition and unique ability to provide the most innovative, long-term financial security for its clients. Going forward, in order to meet ongoing and increasing client demand for deVere Spain’s cutting-edge financial advice, the company will be opening new offices, including one in Portals Nous in Mallorca and recruiting more independent financial advisers and support teams. Through best practice across all of its operations, deVere Spain aims to deliver a flawless service, free-from-mistakes and misguided bias, putting its clients in the very best of financial positions. This will remain its ongoing focus as it looks towards a bright and prosperous future. Company: deVere Spain SL Contact: Andy Oliver Website: https://www.devere-group.com D Part of the internationally renowned deVere Group, deVere Spain SL is the fully only licensed and regulated firm offering cross border financial advice in Spain. To celebrate the firm’s win in this year’s Accounting, Audit & Tax Awards we profile it to share an insight into how it came to win one of these prestigious accolades. Best Independent Financial Consultancy 2019 “...deVere Spain aims to deliver a flawless service, free-from- mistakes and misguided bias, putting its clients in the very best of financial positions.”