New phone service from deVere UK

Published on

DeVere United Kingdom has launched a telephone-based financial planning service.

The ‘Direct Financial Planning Division’ (DFPD), is designed to improve communication with existing and potential clients and attract new graduate recruits.

“Our business in the UK has increased by 150% in the last 12 months as people are becoming increasingly aware of the importance of seeking professional financial advice if they are to protect and grow their wealth,” said The deVere Group’s managing partner in the United Kingdom, Kevin White.

“Demand for our services is also being driven skywards because we’re global leaders in expat wealth solutions and a growing number of expatriates are returning to the UK, even if just temporarily.

“We believe that effective communication with clients is of paramount importance so we can empower them to reach their financial goals. The DFPD will allow us to further nurture these relationships, especially with those who live outside a 90-minute radius from one of our UK offices, and when face-to-face meetings are not always efficient.”

He added: “The telephone-based service will give our clients, wherever they’re based, immediate access to expert, holistic financial planning and investment advice in an effective and streamlined manner.

“This model has proven to be extremely successful overseas and I’m looking forward to making professional financial advice even more accessible to people across the UK.”

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

The Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...

FCA finds protection market delivering good outcomes, says TPFG

The Property Franchise Group PLC (TPFG) has responded to the publication of the Financial...

Conditional selling remains industry flashpoint as enforcement lags

Conditional selling remains one of the most persistent and contentious issues facing the UK...

Latest publication

Other news

The Coventry cuts selected intermediary residential fixed rates

Coventry for intermediaries has reduced a number of residential fixed-rate products for new and...

Mortgage Advice Bureau completes acquisition of Dashly

Mortgage Advice Bureau (MAB) has completed the acquisition of technology and data company Dashly,...

The Buckinghamshire lowers rates across key ranges

Buckinghamshire Building Society has cut rates across a wide spread of residential and buy-to-let...