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Richard Samuels - Wealth Consultant

The deVere Group is one of the world's leading independent financial consultancies, with more than $10 billion of funds under advice and administration, and over 80,000 clients around the world.

As part of the deVere Group, deVere Spain works to provide expatriates residing in Spain with tailored financial planning services.
We work with some of the world's leading investment firms including:

  • Morgan Stanley
  • Goldman Sachs
  • JP Morgan
  • UBS
  • Prudential International
  • Old Mutual International

We can offer our clients a range of exclusive financial products which allow us to create a more well-rounded personal savings plan that will generate the best returns on your investments.

We can also help you to trace deferred pensions and transfer them to an overseas scheme which will enable you to combine several frozen pensions and access the benefits from 55.

We specialise in:

  • QROPS – Transfer of Frozen Pensions.
  • Pension Planning.
  • Achieving greater/tax free growth on your investments.
  • Avoiding the Modelo 720 declaration.
  • Inheritance Tax.
  • International Mortgages.

deVere Spain SL is registered with the Dirección General de Seguros y Fondos de Pensiones Nº J-2807, holding obligatory Professional Indemnity Insurance Cover with the company AIG Europe Limited for exercising the activity. Financial capacity in accordance with the Law.

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