financial planning for expatriates across Europe
Based on authentic user experiences
Peter Hyde
6731 reviews
N/A
10 months ago
Changing from UK to France tax residents
When we became French tax residents about three years ago we understood that we would have to change financial advisors mainly because of the different rules following Brexit This was a little challenging as since we retired our advisors had been well known to us for many years and frequently friends Moreover because our investments were structured to make full use of the UK tax regime a fairly complex portfolio had evolved We identified a handful of candidate advisors and discussed our situation at length with three of them Andrea Glover at Spectrum stood out in her immediate understanding of our needs her relative proximity and her willingness to meet us frequently to develop the relationship Having decided to use Spectrum Andrea has worked tirelessly to help us disentangle our UK-oriented portfolio to simplify it and match it to our needs in France To do this she had to deal extensively and diplomatically with our UK advisors and managers It is still early days but it appears that our new France oriented investment portfolio is working well And we sleep better at night
Graeme Wilson
6731 reviews
N/A
10 months ago
Dennis Radford
Dennis Radford is my Finacial Advisor and assisted transferring my UK pension about 8 years ago My pension has performed remarkably well Dennis is very knowledgeable and I wouldn t hesitate to recommend him or Spectrum for great advice
Christopher Springhall
6731 reviews
N/A
10 months ago
Meeting with Mark Quinn
We had a meeting with Mark Quinn and were very impressed He understood our circumstances immediately and he gave us clear and succinct advice
Steve Feord
6731 reviews
N/A
10 months ago
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
Mr Ian Angus
6731 reviews
N/A
10 months ago
Helpful
Your man had been helpful to me on a couple of financial issues over the last year or so and I therefore went to him for advice on investment matters He was most attentive and helpful throughout that process so it has been a source of some disappointment to me that I found myself unable to proceed with the project
Denise Sisson
6731 reviews
N/A
10 months ago
spectrum IFAGroup
I have been looked after by my agent David Hattersley within the spectrum Group since 2013 I have been completely satisfied and happy that my investment are in safe hands When I need them they are there
Kitty ODriscoll
6731 reviews
N/A
10 months ago
Great company excellent service
We have been using Spectrum FM for quite a few years now and have found them very professional and helpful in all our dealings with this company Highly recommended
Phillip Hunnisett
6731 reviews
N/A
10 months ago
Outstanding personal financial advice
My wife and I have been working with Spectrum and more specifically John Lansley as our financial advisor since 2011 John has provided outstanding guidance and good advice on a regular basis and has helped us to make good decisions so that we are now financially comfortable in retirement Without John s balanced and informative recommendations it would have been difficult to determine how and when to grow and protect our investments As we have lived in a variety of countries John s expertise and opinions have been invaluable We highly recommend Spectrum
David Rouse
6731 reviews
N/A
10 months ago
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
Stephen Cobham
6731 reviews
N/A
10 months ago
Tax advice on pension fund
I was looking for tax advice on managing an offshore pension fund and was recommended to Charles Hutchinson from Spectrum Charles proved to be very knowledgeable client oriented and pragmatic I opened an account with Spectrum a few months ago and have been very satisfied not only with the results to-date but also with the whole experience and on line capabilities Strongly recommended