“Strong leadership enhances engagement, boosts morale, builds rapport, inspires confidence, and keeps everyone focused” —Nigel Green, Founder and CEO of deVere Group

There is no definite way to predict the investment market movement and how it would affect your investments. For new investors, understanding the investment market dynamics can be challenging. Financial planning is a critical aspect in today’s world of inflation every one wishes to maintain a healthy situation of wealth in his life. With regular earnings, one can maintain the household’s expenses and other necessities. But some additional charges need to be met out of the same earning itself. But there are some unexpected expenses like medical expenses or any other casualty that require a large sum of money and are totally unplanned. How can all this be done? A small question arises in the mind of every salaried person because these all need to be planned with the current earnings, which can meet all the requirements.

Financial planning refers to streamlining income, expenses, assets, and liabilities to manage the funds’ current and future needs. It is thus a process that enables better management of the personal financial situation of a household or the financial situation of a large corporation. People often contemplate whether it is beneficial to hire a financial advisor or not. After all, they will be handing over the financial matters to them. You might often think there is plentiful information on the web about investing—then why would one need a financial advisor? With many financial instruments available these days, it becomes challenging to finalize products that give short-term and long-term gains and are aligned with your financial goals.

When you want a job done right, you usually hire a professional to get the best results. The same can be said for managing your finances. While you may have some ideas about what types of investments to own, a financial advisor can offer you professional expertise and insight you may not have. Magazines, cable television, and websites produce a wealth of investing information daily, but do you have time to evaluate it to make the best investment decisions?

This is where hiring a financial advisor becomes necessary. A financial advisor has sound knowledge of finances and can maximize your returns and make your money work hard for you. There are several reasons why hiring a good financial advisor has become the need of the hour. While you could be aware of your needs and the way to go about investing for them, you may not always have the time to do it all by yourself.

If you’re a new investor, a financial advisor can help you determine the proper asset allocation to fit your lifestyle. If you currently have an investment portfolio, a financial advisor can evaluate your existing investments and determine if they are still appropriate for meeting your short-or long-term goals.

Remember, a financial advisor has the time, knowledge, research tools, expertise, and experience you may not have. After all, investment planning is their full-time job.

One of the top firms providing financial consulting services globally is deVere Group. As one of the world’s leading financial advisory organizations, deVere Group prides itself on delivering high-class,

professional advice to expatriate clients and investors worldwide. Established in 2002 by Nigel Green, the success story that is deVere Group now has over $12 billion under management with over 100,000 active clients in more than 100 countries. With 500 consultants and 70 offices across the globe, the company’s clients receive indispensable financial advice wherever they are in the world.

Leading deVere Group and its employees to scale new heights

“Strong leadership is crucial as it enhances engagement, boosts morale, builds rapport, inspires confidence, and keeps everyone focused on the job at hand,” says Nigel Green, the Founder and CEO of deVere Group. Nigel tends to have a very ‘hands-on’ approach, by which he is always accessible to everyone within deVere’s Group of companies, though not by micromanaging. This makes for a robust and connected organization with everyone benefitting from regular support from personal contact from the top, helping them be the best they can be and fully realize their potential.

A strong leader strives to seek opportunities in every situation; they lead from the front; they are inspirational; see the vision. These characteristics need to remain consistent and are part of a great leader’s DNA, all of which Nigel embodies.

At deVere, all team members are encouraged to achieve their full potential. The firm has one of the most wide-ranging internal management, graduate, and apprenticeship training schemes in the financial advisory sector, created to enable each person to reach and surpass their potential.

deVere believes in ongoing professional development, regardless of someone’s role within the company. The firm is committed to training and development; therefore, they invest heavily into continual training and graduate and apprenticeship programs.

Overcoming common pitfalls by providing stupendous customer service and great ideas to its clients

To stay in the number one spot is to adapt and evolve constantly. One of the main challenges Nigel faced when starting in the financial consulting industry; he was young and ‘competing’ against older, more experienced guys. However, by keeping his head down, working hard, and gaining as much knowledge and as many skills as possible, he became the most successful manager within the company he was working for. “Since then, one of the main challenges has been to stay at the top,” says Nigel.

Hard work, dedication, and expertise are the best ways to stay at the top in this incredibly competitive market. Client expectations and regulatory requirements are changing all the time, so in order to stay in front, you have to improve and look at new ways of doing things constantly.

Nigel remarks, “As CEO of deVere Group, it’s my mission to make sure we remain at the helm of innovation and the fintech revolution. In recent years we’ve witnessed radical tech-fuelled changes, with fintech redefining the way in which all financial services across the board are delivered.” To make this happen, deVere constantly endeavors to provide next-gen fintech offerings to their clients. With advances in fintech happening at lightning speed, the firm will continue to grow its suite of innovative wealth tech products and services, frequently first-of-their-kind.

Nigel is also incredibly passionate about helping investors achieve profits with a purpose by investing in businesses that prioritize reducing carbon, protecting employees’ and consumer rights, and promoting board diversity, corporate transparency, and stakeholder accountability.

Nigel regards helping, encouraging, communicating, and supporting the people within the organization as the key to generating great ideas. He feels that good communication is absolutely vital.

By always staying positive and crucially never letting negativity in, Nigel keeps focus and consistently boosts knowledge and skills, which helps deVere remain on top of their game.

Going out on a limb—the most significant risk Nigel ever took

“One of the principal risks I took was leaving my previous secure job to set up deVere two decades ago,” says Nigel when asked what his most significant risk was. Starting the company from scratch, going out on a limb, not resting on his laurels, constantly innovating, and always evolving, this is how Nigel made deVere one of the world’s largest independent financial advisory, asset management, and fintech organizations. Today, deVere is made up of 97 legal entities across the globe. deVere currently has over $12 billion under advice from 100,000 clients globally in more than 100 countries. Nigel Green’s risk has completely paid off!

Leading the firm to provide financial advice to over 100,000 clients globally

Nigel Green is the Founder and CEO of deVere Group. Nigel started out as an Independent Financial Adviser in the UK. He had the opportunity to travel to Bermuda on a business trip, where he found massive potential for a new kind of financial service for offshore clients.

He quickly recognized that international clients away from their home countries required a more holistic, multi-faceted financial service offering that considered the regional and country variations in tax law, legislation, and regulations. He then opened deVere’s first office in Hong Kong in 2002. Now, deVere is one of the world’s largest independent financial advisory, asset management, and fintech organizations.

“Your Independent Financial Advisor.”