NEWS  |  

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    Charlie Whitmore

    Area Manager/Financial Adviser

    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.

    +64 (0)21 351 904
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    Jamie Reynolds

    Area Manager/Financial Adviser

    Jamie is a successful and highly motivated Wealth Adviser who specialises in retirement and investment planning. His goal is to ensure that his clients are dealt with in a consultative process and encouraged to set milestones to chip away at ensuring they move ever closer to their goal of financial freedom. Jamie believes a key principle of this is to ensure his clients financial acumen grows alongside their investments' balance.

    Jamie initially visited New Zealand in 2005, loving the outdoor lifestyle he moved here permanently in 2008 from the UK. If he isn’t in the office, then he is never far from the beach or the snow.

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

    Jamie is a Financial Adviser (FA). His FSP registration number is FSP596030.

    +64 (0)210 659 261
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    Reece Fallaize

    Financial Adviser

    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.

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    Michael Coulson

    Financial Adviser

    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.

    +64 (0)210 739 334
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    Sean Clark

    Financial Adviser

    Sean is a dedicated and highly motivated personal Wealth Adviser who believes that everyone should have access to financial advice. He is focused on client care and ongoing relationship management to ensure his clients have a holistic approach to retirement and investment planning. His process is designed to identify investment and retirement income goals and lay out a series of steps to help his clients meet them, whilst ensuring overheads are met, risk is managed and lifestyle is not compromised, to enable a secure financial future.

    Originally from Canterbury, Sean developed a passion for the outdoors from an early age and has particular interest in rock climbing

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

    Sean is a Financial Adviser (FA). His FSP registration number is FSP636589.

    +64 (0)27 393 9758
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    Christopher Dickinson

    Financial Adviser

    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.

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    David Scully

    Financial Adviser

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    James Dunlop

    Financial Adviser

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    Lewis Price-Milne

    Financial Adviser & Client Services Adviser

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    Alfred Dawson

    Client Services Adviser

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    Tannaz Tavakoli

    Compliance Officer

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    Amy Sibson

    Office Manager & Pension Administrator

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    Taylor Cook

    Pensions Administrator 

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    Andrew Hollomon-Ley

    Business Development Manager

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    Cesar Baillie

    Business Development Manager

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    Christopher Huneidi

    Business Development Manager

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    Jake Davieson

    Business Development Manager

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    Elizabeth Westley

    Business Development and Client Services Manager

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    Joshua Bartram

    Business Development Manager

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    Jordan Prentice

    Business Development Manager

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    Larry McCafferty

    Business Development Manager

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    Taylor Penny

    Business Development Manager

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    William Heather

    Business Development Manager