Live Webinar SeriesInforming & Educating the International Community across Asia
23rd June 2020 – How to Launch a Legal & Lasting Legacy
For those in Mainland China, Click Here to Watch on Youku
The 16th Webinar in the Series focused on Estate Planning for Expats.
Guest Speaker: Natalie Smith, Solicitor & Director, Lutea (HK) Ltd.
Host: William Trayford, Area Manager, deVere Group
“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.”
“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.”
“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.”
“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.”
“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 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. Best deVere adviser I have had to date!”
