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deVere Spain S.L is part of one of the world’s leading independent financial advisory organisations, with more than $10bn under advice from over 80,000 clients in 100 countries.We help our clients, who are primarily expatriates and international investors, reach, and often exceed, their financial goals. Working closely with them, we devise, implement and manage bespoke financial strategies and solutions that help them create, grow and maximise wealth.As a deVere client you will enjoy associated benefits such as our comprehensive range of products – many of which are exclusive to our clients - our market-leading technologies, our well-established relationships with the world’s leading financial institutions, the fact that we are appropriately authorised and regulated, and that our advisers offer unbiased, unrestricted, independent advice, meaning they provide whole-of-the market options.This all gives clients invaluable security and peace of mind.deVere Spain’s key areas of expertise include advice on retirement planning, overseas pensions, education planning, insurance, international mortgages, and estate and succession planning, amongst others.deVere’s overarching mission is to continually help our clients secure their financial objectives, as well as consistently exceeding their expectations, by delivering a results-driven service.
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Wealth ConsultantDevere-Spain Jan 2021 - PresentMijas, Andalusia, Spain -
Associate Wealth ConsultantDevere-Spain Nov 2019 - Jan 2021deVere Spain is part of the world’s leading financial advisory organisation. deVere prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. My role as Associate Wealth Consultant is to assist a range of clients with their current investment portfolios by providing regular reviews and on-going financial advice. I also have a focus on acquiring new clients that have recently relocated to Europe, helping realign people’s assets to their new jurisdiction, making sure they are taking advantage of the new opportunities in the most tax efficient manner and maximising their growth potential. -
Head AssociateDevere-Spain Mar 2018 - Nov 2019Mijas CostaI am Head Associate for deVere Spain Marbella, part of the world’s leading financial advisory organisation. deVere prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. As Head Associate, I have to support a team of Associates in the development of their careers at deVere Spain by training, monitoring and encouraging them in their roles on a day-to-day basis, in addition to the training from managers. Furthermore, I also had to focus on acquiring new clients that have recently relocated to Europe and servicing existing clients with a variety of portfolios and making sure that they are greatly satisfied with the service and the products we offer. -
Business CoordinatorDevere-Spain Oct 2017 - Mar 2018Mijas Costa, SpainThe deVere Group are the market leaders in QROPS (Qualifying Recognised Overseas Pensions Schemes) allowing expats to confidently and cost effectively move their UK pension to a more secure, transparent and actively managed HMRC approved scheme.Specialties: UK pensions, QROPS, Retirement Planning (including Inheritance tax planning and pensions), Lump Sum and Offshore Investment. -
Financial CoordinatorDevere Acuma Jul 2017 - Oct 2017Abu Dhabi, United Arab Emirates -
Summer InternLondon & Capital Jun 2016 - Sep 2016I sat on the US Family Office team specialising in US and UK tax;I worked on an individual project to create templates for tax reports and streamline the process of creating a report in excel, using advanced formulas and Macros;Using the templates and process I created I also prepared US and UK client tax reports;Worked on a number of side projects from portfolio valuations and construction and investment strategies to creating tax summaries for Americans living abroad in certain European countries;Handled highly private information which must be kept confidential;Overall I gained great exposure to what it is really like working in a wealth management firm through attending activities such as weekly meetings, team training sessions and exposure to all desks. -
Internal AuditorBml Utility Contractors Ltd Jun 2015 - Sep 2015Audited work sites, taking attention to detail and checking the work has been finished to required level;Communicated back to the Operations Director any defects via email or phone;Populating asset manager database to enable future recovery of cables.
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Daniel Pike Education Details
Frequently Asked Questions about Daniel Pike
What company does Daniel Pike work for?
Daniel Pike works for Devere-Spain
What is Daniel Pike's role at the current company?
Daniel Pike's current role is Wealth Consultant at deVere-Spain.
What is Daniel Pike's email address?
Daniel Pike's email address is da****@****net.com
What schools did Daniel Pike attend?
Daniel Pike attended University Of Reading.
What are some of Daniel Pike's interests?
Daniel Pike has interest in Football, New Technology, Skiing, Cooking, Trading, Gym.
What skills is Daniel Pike known for?
Daniel Pike has skills like Communication, Customer Service, Teamwork, Team Leadership, Time Management, Finance, Problem Solving, Microsoft Excel, Microsoft Word, Leadership, Customer Satisfaction, Financial Analysis.
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Daniel Pike
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Daniel Pike
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