Independent Financial Advisors

Independent Financial Advisers provide you with advice based on your personal situation. 

The term independent or independant does NOT mean they work on there own.  This description is used to differentiate between financial advisors who work for a company and can only give advice on the products from that company and those that work on your behalf and look at many different alternative solutions to your financial planning requirements,

There is a process to providing independent financial advice.  It is important that your current situation, your future plans, your assets and liabilities have to be assessed.

• Initial meeting
• Interim period when the IFA reviews your needs
• Assessment of available solutions
• Financial Strategy prepared
• Written recomendations are presented to the client
• Client decides how to proceed.
• Regular review of your situation

If you are an expat, independent financial advisers are more important than ever.  This is because your affairs are more complicated.  More than one countries tax, currency exchange rates and cross border planning can all be necessary.

If you wish to contact an independent financial advisor please follow one of the following links:

Independent Financial Advisors Spain

Independent Financial Advisors France

Independent Financial Advisors Portugal

Independent Financial Advisors Netherlands