Charlie has over 13 years' experience in the financial services industry. His early career was with Building Societies in the UK before spending a number of years at Santander London in the Private Banking Division. Charlie joined deVere in 2016 and spent 3 years working in the Qatar office as a Wealth Manager before making the move to New Zealand in 2019.

Charlie has vast knowledge in UK pensions and retirement planning and a passion for helping clients achieve their long term financial goals by making the process simple and easy.
Outside of work, Charlie likes to spend his time playing golf, traveling, and socialising with friends.

To get in touch with Charlie, please e-mail: [email protected].

Charlie is a Financial Adviser (FA). His FSP registration number is FSP690031.

Reece Fallaize is the Financial Adviser at deVere New Zealand. Guernsey born, he worked in well-known companies such as Lloyds TSB and Sovereign Group, before joining deVere Group in 2012. He then moved to multiple countries before arriving in New Zealand in 2017 to open and run the deVere New Zealand office. Reece is a successful and highly experienced Financial Advisor and has extensive knowledge about UK pensions, retirement planning, and UK taxation. This has been instrumental in turning deVere New Zealand into a well-established Financial Advisory firm in New Zealand. 

Outside of work, Reece loves a game of golf and socialising with friends.

To get in touch with Reece, please email: [email protected].

Reece is a Financial Adviser (FA). His FSP registration number is FSP553247.

Michael joined deVere in 2016 and is one our most travelled advisers having worked across 3 continents, where he specialised in assisting his clients in all aspects of cross border retirement and pension planning. Now settled in New Zealand, Michael uses his vast knowledge of pensions to support his clients with UK, Irish and Offshore pensions transfers. A retirement planning specialist Michael’s excellent customer service and ability to connect with his clients helps ensures a plain English approach to growing their wealth.

In his spare time, Michael attempts to play golf, however spends most his time in the trees enjoying the finest scenery New Zealand has to offer!

To get in touch with Michael, please email [email protected]

Michael is a Financial Adviser (FA). His FSP registration number is FSP721451.

A 1st Class Honours graduate from Newcastle University, Chris began his career in The UK’s Foreign Exchange sector. This ignited his passion for Financial Services, which led him to join deVere’s Trainee Wealth Advisor programme in 2017. Since then, he completed his training over 4 years and across 3 continents, finishing by putting roots down in Auckland.

Now a specialist in UK Pensions and KiwiSaver, Chris couples diverse experience in both the International and New Zealand financial markets with his gregarious can-do attitude, to ensure his clients always receive 1st class service with a smile. Away from the office, Chris tries to emulate Tiger Woods and Rafael Nadal during the Summer months, and keep the hamstrings suitably stretched through the Winter months to play football.

Chris is a Financial Adviser (FA). His FSP registration number is FSP1000893.

Maxim specialises in Retirement Planning, Managed Funds, Investment Planning, comprehensive KiwiSaver guidance, and UK Pension Transfers (QROPS and SIPP), providing personalised strategies to help clients achieve their financial goals.

With over 11 years of experience as a private investor managing his own portfolio, Maxim focuses on optimised asset allocation, proactive risk management, and in-depth market analysis.

His expertise is complemented by a commercial background leading a successful logistics company, where he enhanced his analytical, problem-solving, and strategic planning skills – all directly applicable to achieving investment success.

Beyond the world of finance, Maxim embraces New Zealand’s stunning landscapes, drawing inspiration from cycling scenic routes and hiking challenging trails.

Email [email protected] for a personalised financial consultation.

Maxim is a registered Financial Adviser (FA). His FSP registration number is FSP1009440.