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Spectrum IFA Group レビュヌ 

107
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TrustScore 5段階評䟡の5

4.8

金融コンサルタント
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5぀星のうち5の評䟡

We have sought the advice of Gareth Horsfall several times during our years in Italy. Not only is he a very nice guy and very personable, his expertise and the way in which he clearly delivers expl... もっず芋る

5぀星のうち5の評䟡

Katey Murray is a refreshingly complete voice in a wilderness of poor, incomplete or muddled responses from partisan advisors in both France and UK. My issue was the net tax liability in both France a... もっず芋る

5぀星のうち5の評䟡

I was frankly clueless about finance and investment until I met up with my financial adviser Susan Worthington she has helped me so much. She set up a qurops pension fund for me and investments her a... もっず芋る

5぀星のうち5の評䟡

We have been with Spectrum since 2017 - Sue Worthington based in the Mallorca, Balearic Islands initially spent a great deal of time and effort consolidating our UK private pensions into manageable fu... もっず芋る

䌁業情報

  1. 金融コンサルタント
  2. ファむナンシャル プランナヌ

圓該䌁業による蚘述

Specialist financial planning for expatriates across Europe. Comprehensive, personalised financial advice. Tax efficient investing – pensions and retirement planning – estate and succession planning – mortgages – currency transfers – life assurance. With 12 regional offices and 50 advisers operating in France, Spain, Portugal, Italy, Luxembourg, Malta and Switzerland, we have been building long term client relationships since our foundation in 2003. In today’s world of finance one thing is clear, we all have to pay attention to and take great care of our own finances. Spectrum advisers are here to help you, our clients, with the many complex financial and tax issues you are confronted with: retirement and pension planning including QROPS, Life Assurance, efficient investing (using Insurance wrappers), succession and inheritance tax planning, currency exchange and many more. As for most expatriates, these planning issues may exist in more than one country, and we believe working with experienced, qualified, cross border advisers who are themselves expatriates, and therefore facing similar challenges, is really important. At Spectrum we believe clients should not leave their finances entirely in the hands of a third party, a banker, an investment manager or an adviser. We want our clients to stay involved and work with us to ensure they continue to prosper. We put an emphasis on continued financial advice and support with some of our clients having worked with their adviser for more than 15 years. Our commitment to long term business relationships allows us to provide advice and reassurance during the inevitable changes in tax rules, movements in exchange rates and markets.

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4.8

優良

TrustScore 5段階評䟡の5

107件のレビュヌ

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この䌁業は最近、顧客にレビュヌを䟝頌しおいないため、レビュヌが党䜓の意芋を反映しおいない可胜性がありたす。

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4.8

すべおのレビュヌ

(107)

過去12か月のレビュヌ数: 10件

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5぀星のうち5の評䟡

Sound pensions advice

I was looking to off-shore my UK pension after moving abroad to Spain. I was contacted by various financial advice companies, but none of them left me with the feeling that my interests were being prioritised. Working with Chris Webb from Spectrum was different. He was very open and honest with his advice, including the expected performance and any applicable fees. I would recommend anyone in a similar position to speak to Spectrum.

2023幎7月30日
自発的なレビュヌ
5぀星のうち5の評䟡

A satisfied investor

Since Brexit my U.K. financial advisor can no longer advise me and therefore I set about enquiring for recommendations.
Mr Radford at Spectrum came highly regarded and therefore a meeting was set.
I found Mr Radford knowledgeable, straight talking and above all helpful in my financial investments to date.

2024幎7月16日
自発的なレビュヌ
5぀星のうち5の評䟡

Excellent service

I decided to invest some money through Spectrum after several meetings with Jonathan Goodman, one of their financers, who I found to be of great help, patient & extremely professional. He helped me with all the tedious paperwork and was always there for any doubts or queries I had.
Highly recommendable.

2023幎7月13日
自発的なレビュヌ
5぀星のうち5の評䟡

Testimonial for Jonathan Goodman


On Jonathan Goodman's advice some nine years ago I took out a Prudential International Bond which I recently cashed in.
It proved to be a very sound investment. Jonathan's service over the years has always been prompt, efficient, reliable and friendly.
He is a thoroughly trustworthy and well-informed Financial Adviser and I would unhesitatingly recommend him to others.

2024幎7月11日
自発的なレビュヌ
5぀星のうち4の評䟡

I have had the pleasure of working with Jonathan

I have had the pleasure of working with Jonathan for nearly 30 years, and together we have navigated many ups and downs in the financial markets. Jonathan consistently offers well-balanced advice and steadfast support during challenging times. His guidance is always backed by solid documentation and thorough analysis. Jonathan is truly a valuable ally to have on your side.

2024幎7月10日
自発的なレビュヌ

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