Recommended Financial Advisers

To find a financial adviser can be difficult. A recommendation is often the best way and is especially true if you are an expat looking for a financial adviser. Here our some of the recommendations we have received after expats like you have had our financial advice.

The importance of the advice is HUGE, for example advice on pensions built up over a lifetime, advising on investing savings built up over many years or even buying possibly your biggest asset, your home.  The subjects can be complex and the jargon confusing.  The situation is even more complicated for expats, with offshore bank accounts, tax, TIEAs etc to consider.  So an adviser that understands your requirements and can help guide you to a solution that is right for you is essential. If after reading these recommendations you wish to make contact with an independent financial adviser on a no obligation basis, please email Recommended Financial Advisers

Here expat clients and professional connections recommend the way we provide independent financial advice.

“A rarity in his profession - a financial adviser you can trust, who takes a proactive approach to his clients' personal cases.”

Top qualities: Personable, High Integrity, Creative
J S

"I'm not sure I ever thought I would use the word "wonderful" in the same sentence as "finance", but this - at least for me - is a wonderful summary of where we are and where we need to be.  So, as far as I can see, we are where we need to be (to get started) faster than I thought. This is good news. Now we have a target  to work towards. Let's see how we do that.  Thank you again for a clear and succinct email that captured all our major points."    M M

“Whilst at HSBC I attended client seminars with this adviser in Barcelona. It is clear that he has an excellent relationship with his clients due to his attentive and professional nature. He has proved to be great ambassador for the Spectrum Group.”

R H, International Sales Manager, HSBC Global Asset Management
 

“When I first met Barry I didn't know what to be more impressed by: the fact that he had decided to move to Spain when he was already a successful financial adviser in the UK; or the fact that he succeeding yet again in doing so. Few people would be able to replicate his move. The curiosity that drove Barry to Spain is also evident in his work, an attribute rarely found in the financial world, particularly in those as experienced as him. Barry is also a very soft sell. He has advised me many times and only a few of those times has it been in his interest, and even then only in the long run. For these and many reasons I believe him to be a very trust-worthy person. I recommend Barry without hesitation. His combination of experience, curiosity and integrity are rare to find in the financial world.”

Top qualities: Personable, Expert, High Integrity
D M

“Barry is an inspiring professional. He always displays true dedication to his work and his clients, working tirelessly to provide the best possible service. He is innovative and helpful at all times, ready to share his expertise with his colleagues. A valued and valuable member of the Spectrum team.”

R H, Toulouse.
 

“My adviser has advised me on many aspects of financial planning, from life insurance through to seeking finance for a business project. At all times he has been thorough, made decisions in my best interests and in tune with my requirements.”

Top qualities: Personable, High Integrity, Creative
A H


 “This guy must be nuts cos not only does he understand International tax, financial planning and investments, he actually enjoys it :}”

Top qualities: Great Results, Personable, Expert
N P


“This adviser offers invaluable ongoing investment advice for his clients and invests a lot of his time and energy in his investment research, which his clients are reaping the rewards from. It's a pleasure assisting Barry to meet his clients ongoing objectives.”

V W, Account Executive, Hansard Development Services

 If you require independent financial advice, without obligation and in strictest confidence, please email Recommended Financial Advisers