“William is a great adviser. He knows me well and my personal goals. He prepares himself well for our quarterly meetings and always monitors the maturations of my investments. Looking ahead and planning new investments.”
“Consolidated my Pensions with deVere some 8 years ago, whilst working in the Middle East. Having now retired and living in China, deVere have continued to manage my Scheme with consistent professionalism, with regular reviews and product information. With a dedicated Manager, any queries or concerns have been quickly and efficiently dealt with either by phone, email or social media.”
“William has been great. He’s diligent and patient in helping us with everything from giving us regular reviews of our account to advising and assisting us with requests. He is knowledgeable about what is happening and able to answer all of our questions clearly. We are not active nor expert investors and he does a great job of complementing our needs.”
“William has been my client manager for the last 5 years. He has been very good in understanding my risk profile and guide me and my portfolio in the right direction during quite turbulent years. I’m happy to recommend William to anyone or any company that require his services.”
“deVere has been handling mine and my wife’s long and short term investments for the past 3 years. Our advisor, Will, is excellent at putting our finances into perspective and ensuring that we make the best possible decisions regarding our future. After witnessing the positive gains and experiencing the professional services from deVere, I have full trust and confidence in the company to handle my savings and investment plans. My future is looking a lot brighter with the guidance, strategies and investment plans deVere have set up for me. I look forward to many more happy and prosperous years as their client.”
“deVere China (Shanghai) and my advisor William Trayford have been excellent in keeping me updated about my investment plan. They are proactive about setting regular review meetings and keep every meeting focused on the goals that I have set. Outside of this, they are always available with advice about all aspects of financial planning, including advice for British expats looking into the complicated National Insurance contribution system. I have felt comfortable working with them and am happy to recommend them to anyone.”
“William has been my financial adviser at deVere for over 3 years, and has helped me to manage my investments while living in China. I have been a deVere client for many years, and built a good relationship with William during my time in China. He helped me to solve some difficulties I had, while also finding banking solutions and new investment options that fit my objectives. I’d be happy to recommend William to other expats in China.”
“I have been a deVere client for about 12 years during expat assignments abroad. I have been working with Will for the past 4 years whilst posted in China, and would recommend him highly. He is very straightforward, listens to my needs, and recommends products that work. He also has created a bigger footprint for deVere through interesting seminar series and social events that are well-run and much anticipated. Best deVere adviser I have had to date!”
“William has been my client manager for as long as I can remember. He is very proactive and very prompt in answering my queries and requests. It is my pleasure to have him as my client manager. I would not hesitate to recommend William to anyone or any organisation that require his services.”
“William has been my Financial Advisor for over 3 years since I moved from Dubai to China. I have found William very considerate, extremely helpful and straightforward when giving me advice on my SIPP and related investment decisions. It is my wish that our relationship will carry on for a long time and I take this opportunity to thank William for his services to me.”
“William Trayford has been my deVere Financial advisor since 2015. He has demonstrated considerable acumen in guiding my investments, enabling me to become more diverse with a balance of risk within my reference terms.
Previous encounters with Financial Advisors have used a similar tool to find my level of risk tolerance. However, Will, really discovered my risk balance through his genuine interest in my personal, family and future needs and desires. As such my investment growth has been extremely satisfactory, with few worries, and any and all problems sorted quickly.
I thoroughly recommend William to anybody looking for a personal financial advisor and not simply a broker.”
“I have been a client with deVere for many years, and William has been my adviser since 2016. During this time he has provided excellent service, meeting me on a regular basis to give sound financial planning advice – whether it’s retirement planning or preparing for my daughter’s university fees. William has also guided my investment, in a safe and secure manner, from a relatively poor position to a situation where we are now seeing very positive growth. I am happy to recommend him as a knowledgeable and trustworthy adviser.”
“I have been an expat in China and client with DeVere for more than 10years, and William took over my account around 5yrs ago. I have met and been involved with a significant number of financial advisors during my time as an expat and have to commend William on his support and advice. The aspect that sets William apart has been his attention to developing solutions tailored to my personal circumstances and requirements. William has been proactive in identifying the type of investments that suit my risk/reward profile and identifying new products and/or changes to my present investments that could be advantageous to me. In addition Will is always quick to follow up and respond to any questions and concerns I have on new of existing activities. I look forward to a long continuing working relationship.”
“I have been William’s client and a client of deVere since 2015, when William helped me to transfer my UK pension. Ever since, my wife and I have been very happy with the excellent service and advice that we have received. Our pension has grown year-on-year, and as we’re reaching retirement he has helped us to plan so that we can enjoy our life in the sun!
William has always put our interests first, with regular reviews and updates, and he makes himself available whenever we have any questions or need help. We would gladly recommend William to any expat that needs advice on their UK pension.”
