QUALIFIED AND REGULATED FINANCIAL ADVISER
Get Expert Advice to achieve your Financial Freedom
Do you want to make well-informed Financial Decisions?
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Do you want to make well-informed Financial Decisions?
Specialising in Cross-Border Financial Planning, proudly qualified and regulated to advise private and corporate clients across Europe
Independant Financial Adviser
Get Expert Personal Financial Advice On UK PensionsInvestmentsSaving PlansInheritance TaxProtectionProperty
I take a holistic approach when advising clients, however, if you have a specific situation that you need help with, advice can be tailored to your needs.
To achieve financial security, this begins with a plan. I help people to plan to meet their short, medium, and long term objectives
I hold the Award in Regulated Pension Transfer Advice (AF7) for UK Defined Benefit and Defined Contribution pensions
To optimise investment growth, I can recommend compliant structures that can protect your gains from tax as they grow
I am fully Qualified to UK Financial Conduct Authority (FCA) standards, Recognised as a European Financial Adviser (EFA), and a UK Pension Transfer Specialist. I am an authorised advisor for deVere Spain, regulated in Spain by the DGS regulatory number J2807, with passporting permission to advise across Europe
Sweden
It can be a little scary moving your pension from one country to another, especially when someone contacts you out of the blue and suggests they can help. This is what happened to me when I moved from the UK to Sweden and Sophie at deVere Spain got in touch. It's hard not to be a little worried, but Sophie and de Vere Spain have been thoroughly professional throughout the whole process. What has really impressed me has been their transparency, their commitment to due process and to make sure that I understood what was happening, and was an active partner, in the entire process. Sophie has always taken the time to answer questions, go over things again and, most reassuringly, to provide evidence for claims and advice. I'm happy to add a positive experience of deVere Spain here.
Spain
Level-headed, optimistic but above all realistic, Sophie has proven herself as a valued financial adviser, especially during these volatile times. I would highly recommend Sophie to any individual or company looking for sound and effective financial planning advice
Ireland
I cannot honestly recommend our wonderful deVere financial advisor, Sophie Duong, enough. From her enthusiasm for the financial sector, her professionalism, to the way she presented all the facts in such an impartial & knowledgeable way, we had confidence in her & the advice given from the start. We were never hurried or put under pressure to make a decision at all during the pension transfer process & Sophie did all the legwork for us. The follow up system & the emails to update us on the sector are also really useful. Sophie is an absolute star & we're lucky to have found her!
Ireland
Our wealth manager [Sophie] has been absolutely first class in making sure our pensions are actively working for us as we plan for retirement
Poland
If anyone I know on LinkedIn are thinking of changing their pension to a SIPP then this person Sophie Duong is the person to go to, good advice also explained everything to spłat my initial doubts. And so glad I did as has saved my business from failure during this difficult timesIf anyone I know on LinkedIn are thinking of changing their pension to a SIPP then this person Sophie Duong is the person to go to, good advice also explained everything to spłat my initial doubts. And so glad I did as has saved my business from failure during this difficult times
Ireland
Sophie contacted me three years ago regarding my pension which had been sitting in dormant accounts for years doing very little. Over a couple of months advising me of the best way forward we worked together through Brexit to get my pensions working for me. Sophie contacts me regularly as she promised, and goes through all the details and ensures I am happy and my investments are growing safely. I could recommend her to anybody looking for similar advice and guidance as a totally safe pair of hands to be guiding your future. She is a pleasure to work with
Ireland
I have to say that my experience with de Vere was excellent. Sophie was my advisor in moving my UK pensions in to a QROP, She took me carefully through the options, benefits and risks and provided two excellent reports. I would have no hesitation in recommending her and de Vere for cross border pensions advice.I have to say that my experience with de Vere was excellent. Sophie was my advisor in moving my UK pensions in to a QROP, She took me carefully through the options, benefits and risks and provided two excellent reports. I would have no hesitation in recommending her and deVere for cross border pensions advice
Ireland
Sophie Duong I can recommend to everyone. When you receive a call nowadays from a lady offering to help your finances alarm bells ring and negative comments begin from friends but Sophie has the answers, friendliness and guidance to over come these. What she advises and says are 100% from start to finish. Sophie always answers her calls or replies as soon as she can which its you at ease. I would like to thank Sophie for what she has done so far and look forward to working with her towards my retirement. Sophie keep smiling, will get you a coffee when over next
Netherlands
Sophie has all the qualities of a very good financial advisor: Knowledge of the financial markets, realistic, good communication, fast feedback and she takes the time for you. She is especially patient to explain to people how the financial world works and why certain decisions have to be made. I have known Sophie for about three years now and I can wholeheartedly recommend her
Here are some examples of how some of my clients have benefited from taking advice from a regulated financial planner
Lived and worked in the UK? Here is an example of my advice process for clients with frozen Defined Benefit and Defined Contribution Pensions for residents in Europe.
There are tax-efficient investment strategies in Spain, for medium to long term investors. Learn how too ensure your money is working as hard as you are.
It's easy to put of thinking about retirement until later life. Here is an example of how planning ahead, and taking action early can prepare you for Life's Longest Holiday.
To educate, inspire, and motivate people to take positive steps towards achieving financial security
During this introductory meeting, I will introduce my scope of services, and how I can support you. I will ask some questions on your personal situation to understand your goals, objectives, and any issues you currently face in order to make recommendations for future planning.
