Blevinsfranks Reviews

Over 12 years of excellent advice asset management

Over 12 years of excellent advice and professional asset management We have worked with two private client managers Bradley and now Catrina and both have provided an excellent service and a good return on our assets invested Highly recommend and delivered in a very personal and friendly way

Advice about the implications of relocation to Madeira

Hearing a Scottish voice on the call was reassuring for us The individual was clearly knowledgeable about the issues we raised which was what we were looking for He was able to confirm our correct assumptions and corrected the misconceptions we had about the topic We received clear and comprehensible information which will guide our long term decision making All delivered without sales pressure which was much appreciated The Blevins Franks knowledge of local contacts will be particularly useful when we are ready to re-engage with the company We will be happy to use Blevins Franks when we are considering relocation

Very happy with performance of funds

Very happy with performance of funds Everything is transparent and clear Client manager is always on hand for questions and advise Pleased with everything that Blevins have offered so far

Helpful Informative and Supporting

I was very tentative about approaching a finance adviser but found that the people I dealt with George and Jamie at Blevins Franks were very informative thorough helpful and welcoming I have always felt out of my depth with these types of investments but I was shown patience and support through the process In addition they continue to be on call should I have any ongoing queries

Tax information

After attending a seminar in Tenerife in May we booked an appointment to get some more information We went yesterday and spoke with Paul at great length He gave us brilliant information on inheritance tax capital gains and where to put assets for the best results He was both friendly and professional and obviously very knowledgeable

Consistent good information and advice

We have been Blevins Franks clients in London for four years now We have always received consistently good information and advice from our advisor Jason We meet regularly and we find that he really understands our situation and financial goals At our last meeting he came well prepared for the agenda that we d agreed We discussed at length our current position and our new goals for the medium and long term This resulted in clear analysis and advice for us to mull over before we slightly adjust the balance and risk of our portfolio Our whole strategy over the years has been carefully and systematically planned with Jason so that his regular reviews and advice seem to progress naturally as our circumstances and the markets continue to change We are very happy with our investments and the help Jason and Blevins Franks continue to give

Full financial management services

Having received the professional services from Chris McCann of Blevins Franks and his support team in Mijas for the last 15 years I have to say that his financial management has made our early retirement to Spain a complete success Whilst we all know that nothing is certain in the financial investment world but Chris has always had us positioned to be able to weather the drawdowns and able to take advantage of the recovery His calming manner and in depth knowledge has been a great emotional balancer in the volatility of the last few years and has greatly benefited us in the long run We all know that although past performance is no guarantee of future performance and you have to do your own due diligence we would suggest you put Chris at the top of your list for consideration

Uk inheritance advice for french residence

Our advisor Catrina Ogivie gave us wide ranging advice about my wife s UK inheritance The advice given was thorough and speedily provided Other advisors within Blevin Franks have been good to

Thank you

Just a big thank you to the BF team in Tenerife My parents have been long-standing clients of 20 years They gave superb guidance and support following my father s passing in 2021 Their financial advice will mean my mother can enjoy many more years in the sun