Christopher and his family emigrated from the UK to Spain nine years ago.
Chris decided that the lifestyle would suit a growing family better than the UK. He now has a terrific balance between work and social activities.
Telephone 616 531 095 or 966 790 600 (Office)
The core business is very similar to that of a UK IFA (Independent Financial Adviser). The practice has brought the best of British methods to the Costa Blanca and Madrid areas.
Having spent the last 27 years as a regulated financial adviser both originally in the UK, now in Spain, Chris and his team are well placed to offer their expertise to the ex-pat residents of the Costas - and now Madrid and the surrounding areas are serviced by Chris and his colleagues.
The main area of planning is centred on the tax efficiency and security of a client's wealth. Given the financial and economic crisis faced by all of us in 2009 and continuing - although improving into 2010, never has financial advice been more vital.
Chris believes that having spent a working lifetime accruing wealth, a great deal of time and effort should be placed on growing and protecting capital - this is commonly referred to as wealth management.
Other aspects of planning involve the analysis of UK pensions provision, and cash release if appropriate though QROPS (overseas pensions) or UK planning.
Illness and Life Assurance and other associated areas of financial planning form a vital part of the business.
Chris feels it is essential that individuals, Spanish resident or not, seek advice from professionals on a regular basis.
With cash deposits at risk from bank security and low interest rates, a diverse portfolio should be sought to try and protect capital. |