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Our Business Principles

Tel: +44 (0) 333 344 9530
 

Our Business Principles

Reaching your goals, exceeding your expectations

 

People

Clients

Everything we do is directly centred on our clients and their needs. We firmly believe that by serving our clients in the best way we can we will be rewarded with the success our Endeavours demand. As we strive for excellence, our client’s interests always come first.

 

The Team

We are acutely aware that we are in a people business and take great pride in the professionalism of our staff and their work. We endeavour to train and develop the best - the best Independent Financial Advisors and the best support staff - and reward all on the merit they deserve. We operate a culture of genuine meritocracy.

 

Investment in training and development

We have one of the most envied internal training systems in the financial sector. Every member of staff is encouraged to realise their full potential through on-going professional and personal development initiatives, mentoring, formal industry qualifications, and management and graduate training schemes that bring real world, tangible benefits to them and in consequence to our clients.

 

Leadership

All our leadership team lead by example. In this way, through greater discipline and greater drive we bring a higher standard to everything we do. Our clients, the industry and the media look to us for the way forward. We are recognised as leaders in our sector and take on this responsibility with the gravity it deserves. Our goal is for the greater good of our clients and by consequence for the betterment of the financial industry within which we operate. By thinking this way, and through greater discipline and drive, we set the industry standard that all others follow.

 

Open door policy

We are an equal opportunities employer and as such our employment policy recognises the diversity of communities within which we work. By employing people from different backgrounds and with different talents, our company is culturally richer, more inclusive and more able to serve our clients, wherever in the world they may be.

 

Business

Assets

We recognise that our assets are our staff and their collective knowledge upon which our reputation for excellence has been built. We have an unswerving commitment to maintain and develop this asset bank through fairness, positive energy and optimism for the benefit of our clients.

 

Innovation

We consider the judicious deployment of technology a key factor in our growth. Technology enables us to innovate – but never at the cost of one to one relationships with our clients. Technology is a facilitator, not a replacement for personal service.

 

Drive for excellence

We are united in our aim to deliver a flawless service that is free from mistakes or misguided bias. Our IFAs are rewarded on their motivation and achievements. Our industry is, quite rightly, highly competitive and we aggressively seek to build our client base but never to the denigration of other competing organisations.

 

Culture

Ability to question

We have a culture based on challenging the status quo which demands creativity and imagination. We don’t ask why things are but how we can continually make things better. By questioning, we have introduced many pioneering financial solutions and business models and practices that have become industry standards. And we recognise that this is just the beginning.

 

Added value

We add value not just through our size and strength but through a set of values and behaviours that define the industry within which we lead. We have a supportive structure that enables everyone to reach their full potential and that directly enhances the service we offer.

 

Energy and integrity

The financial services industry doesn’t stand still and neither do we. We have unrivalled energy not only to be part of the ongoing changes, whether they be legislative and regulatory for example, but to actually drive that evolution forward, and all without compromising our integrity.

 

Commitment to transparency

We strive to offer a service that is clear, objective, simple, efficient and devoid of unnecessarily complex paperwork and excessive bureaucracy.

 

Vision

Determination

We aim to surpass all expectations in everything we do. We take great pride in the professionalism and quality of our work and are singularly determined to continually improve the service we offer our clients.

 

Aability to see ahead

We have an unparalleled expertise in the financial industry, fortified by our ability to take advantage of new services, products, legislation and economic and market trends before any others. We don’t just see ahead, we see round corners.

 

Spirit of winning

We strive to always be first to market with new, robust financial solutions. We’re highly competitive and nothing makes us more proud than when we beat the competition and get there first for our clients in order to help them achieve their financial objectives in a changing world.

 

We share one ambition, and that is to be present wherever there is demand for our services. This takes strength, knowledge and the kind of frontier spirit that doesn’t shy away from the economic complexities, complications and constraints that we face in various countries and economic regions.

 

Empowerment

Passion

We share a singular vision for the success not only for us as individuals and as a company but also for our clients - and we do that with passion. We embrace challenges, we embrace change, facing both with the quiet confidence that is borne of a market leader.

 

Relationships

We building long-term relationships with our clients and doing the best we can to enhance their mid to long term financial situations. Our endeavours lead to personal recommendations from our clients.

 

Positivity

We have created a way of doing business that not only invigorates and motivates but that empowers individuality, inspires self-confidence and drives motivation for an altogether more rewarding, more positive outcome for ourselves and our clients.

 

Confidence

We don’t brag about our industry leading position or overestimate what we are capable of. Instead our approach to work is seasoned with humility, sincerity, honesty, hard work and wisdom. We celebrate success and work in a competitive, productive environment but always the focus of our business are our clients.

 

Community

Responsibilities

We are all too aware that with our size comes not only an obligation but a great responsibility to take a leading role in re-investing in the communities that we serve to bring tangible benefits to those less fortunate than ourselves.

 

Activities

We encourage all staff members to get involved in our philanthropy. From the simplest cash donation or charity event to incredible feats of personal endurance and strength we unite under one umbrella, ambition to make change for the better.

 

Ultimate goal

We are a company of individuals brought together into a world leading team that shares a like-minded ambition and vision. Our ultimate goal is to bring our size and strength to bear on every community in which we serve for the financial betterment of our clients, their families and those who need support.

We are aware that deVere United Kingdom and associated Group companies have been cloned and UK residents are being contacted by a fraudulent company/companies, using our company details, images and London office address. If you have any communication from anyone using the email addresses that DO NOT end in @devere-uk.co.uk or @devere-group.com, please contact us as soon as possible on [email protected] or directly by telephone on +44 (0) 333 344 9530.

In addition to this, we have also been made aware of unsolicited calls being made by unscrupulous organisations which claim to have been recommended to contact individuals following details being passed from deVere United Kingdom. What follows is usually an invitation to invest in a European IPO – often a recognised name, frequently an airline. If you are contacted in this way, please DO NOT allow the call to continue, take the person’s details and refer this back to us via the contact details we provide above – It is a boiler room scam, we will report this to our regulator. deVere United Kingdom does not share client data with third party companies, so being contacted in this way will not be as a result of an introduction from us.

deVere United Kingdom and deVere Mortgages are trading names of deVere and Partners (UK) Ltd, which is authorised and regulated by the Financial Conduct Authority FRN (469151). Auto Enrolment, Inheritance Tax Planning and Buy to let Mortgages are not regulated by the FCA.

deVere and Partners (UK) Limited are registered in England and Wales company registration number 05260529.
       
 
© 2011- 2017 deVere and Partners (UK) Limited. All rights reserved.
           
 

deVere United Kingdom does not warrant, either expressly or implied, the accuracy, timeliness, or appropriateness of the information contained on this website. The information contained in this Site 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 United Kingdom representative. deVere United Kingdom disclaims any responsibility for content errors, omissions, or infringing material and disclaims any responsibility associated with relying on the information provided on this website. No contractual terms are binding on the Company unless signed by a Director of the Company. This website is limited to the dissemination of general information regarding its financial planning and advisory services to individuals residing in jurisdictions where providing such information is not prohibited by applicable law. The publication of this website on the Internet should not be construed by any third party (including clients and/or prospective clients) as a solicitation to effect or attempt to effect transactions or the rendering of personalised financial planning or advice for compensation over the Internet or other means.