Posts Tagged ‘expat financial services’

Who are the Spectrum Group?

Wednesday, March 24th, 2010

 

The Spectrum IFA Group was founded in 2003 by a group of financial advisers who have worked together since 1994

Now one of Europe’s largest independent cross border financial advisory brokerages with over 40 consultants covering France, Spain, Portugal, Switzerland, Luxembourg and the Netherlands.

Spectrum France is run by Tim Yates, who is the Development Director for France. Tim is also an independant financial advisor on the French Riviera as well as managing the team throughout France. Spectrums size enables them to secure preferential deals for clients and their independence means that, unlike some of their competitors, they are not tied to any particular product provider. This means that they can give their clients completely impartial and objective advice. Spectrum group are regulated, licensed, and insured in all the jurisdictions they operate in.

The Spectrum group offer a full range of financial services on the French riviera from tax efficient savings and investments through to life and critical illness protection, mortgage advice and pension planning. They work closely with accountants and tax lawyers to find optimal wealth planning solutions for their clients who see them as a “one stop shop” for all their financial planning needs.

The way Spectrum operate is to sit down with a prospective client, look at a freeze frame of where they are now financially, understand what their objectives are and where they want to be in the future, determine their time scale and ascertain the resources they can deploy to achieve their goals. They then make recommendations, formulate a plan with them and help them implement it. Spectrum do not charge fees and there is no obligation to adopt their plans.

If you are an expat in France, your financial planning will need to meet your personal requirements within the very specific French tax and legal frameworks. Our internationally qualified, professional advisers are readily available to make certain you receive expert advice and superb service, bringing you peace of mind. A very important part of this service is to provide ongoing advice. This longer term approach means that you will continue to know that you will continue to be in good financial shape even if your circumstances change, the tax laws change (which happens often) or simply if economic conditions change

If you are looking for mortgage advice on the French Riviera, financial planning help or any expat financial services then speak to Tim Yates today.

Tim Yates
Tel +33 6 15 33 60 83

 

 

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