Many investors have been left feeling concerned in recent months as their portfolio values have fallen sharply. deVere Group is offering complimentary portfolio reviews to individuals who feel concerned about their investments.
You should complete the form below if:
deVere Group’s advisory team are on hand to provide a complimentary portfolio review.
You’ve not heard from your financial advisor in over 6 months
You’ve felt continuously disappointed with your portfolio’s performance
You are managing your own investments and you are concerned about the markets
An examination of your current portfolio
A breakdown of exactly what charges you are paying on your plan
A risk profile review to ensure your investments match your objectives
Portfolio rebalancing recommendations if necessary.
The deVere Group of Companies, is licensed in various jurisdictions, however, the products and services offered by the respective entities may vary per jurisdiction. The deVere Group does not warrant, either expressly or implied, the accuracy, timeliness, or appropriateness of the information contained on this website. The deVere Group disclaims any responsibility for content errors, omissions, infringing material and any responsibility associated with relying on the information provided on this website. For more country-specific products and services offered by the deVere Group of Companies, you may wish to visit the specific national deVere website, if and where available. The information contained in this website is for general guidance on matters of interest only. The application and impact of laws can vary widely based on the specific facts involved and your country of residence. Before making any decision or taking any action, you should consult a deVere Group Financial Advisor.
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