At deVere Poland, we offer a wide selection of exclusive financial services to our clients, helping us to facilitate solutions that are specifically tailored to all your needs and requirements.
As part of deVere Group, one of the world’s leading independent financial advisory firm, deVere Poland’s end-goal is to ensure that your finances are safeguarded by providing you with manageable and effective financial plans. We want to make sure that you reach all your financial goals and we firmly believe that our expert advice can help you do that.
At deVere Poland, we offer consultancy services for retirement planning, pension transfers, family protection and insurance, among others. In choosing deVere Poland, you will be receiving the very best independent financial advice.
Our qualified financial advisers will help you build a secure financial plan that will not only safeguard your assets today and for the future but will also guide you to ways in which you can manage and increase that wealth. With an increasingly competitive marketplace both in Poland and the region as a whole, planning has never been as important as it is now. Allow us to help you.
Why do we stand out? The team at deVere Poland understand that no two clients are identical, and neither are the circumstances in which they find themselves in. As a rule, we acknowledge that a person’s financial needs and goals vary according to a person’s particular circumstances.
It is with this thinking in mind that we organise one-to-one meetings between our financial consultants and their clients. During these meetings, clients will have individual schemes and financial plans outlined to them, always according to their needs.
One key mantra prevalent in the work ethic at deVere Poland stems from the understanding that our clients are the most important part of our work. We, therefore, believe in establishing long-term relationships with our clients and always aim to continue nurturing them.
We seek to update their strategies as their personal circumstances change with the passing of time and to ensure our technical and legal know-how is always ahead of the curve.
Should you wish to understand more about we do and what we offer, contact deVere Poland today for a free, no-obligation consultation.
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Mid-market rates 2019-06-25 08:00 +0200