Hi, I was approached by financial advisors of the Vere Group (in Switzerland) and they advised Generali Vision Plan. Although the 1st financial advisor seemed very engaged and I signed up to the Generali Vision Plan short thereafter he left the company and since there has been enormous rotation leading to practically no followup, delays in portfolio changes and limited advise, which led me to have to start doing it myself.
Recently I noticed that the fees of my Vision plan were significantly higher then was explained to me by the Veere Group.
In short it seems that it will become difficult to get a positive return on this plan. This is always a risk when investing, and I am sure De Vere Group has professional advisors as well, but I would suggest to be very vigilant on what you sign up to.
Product or Service Mentioned: Devere Group Consulting Service.
Reason of review: Pricing issue.
I liked: Global scope.
I didn't like: Transparency, Consistency, Not clear about fees, Follow up.