Retirement Planning
One of the key areas of any financial plan is ensuring that you are financially secure in retirement. With improvements in medical care and people leading healthier lifestyles, we can all expect to live a long retirement. In fact, if you reach the age of 65 then there is a 49% chance of at least you or your spouse reaching the age of 90 years old.
With the potential for a retirement that spans at least 25 years, you need to ensure that you have the assets in place to give you a consistent income that allows you to live the life that you deserve.
Many expats are not contributing to a company pension, like they would be in their home country, so there is a significant gap in their retirement planning strategy. While you are living outside your home country, you are able to contribute to an international pension plan. An international pension gives you the flexibility to move around the world and keep contributing, save in multiple currencies and benefit from growing your retirement pot free of tax.
“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!”
“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.”
