Spectrum IFA Group - Spain Avis 35

TrustScore 4.5 sur 5

4,5

Passeig de Gràcia 63, 08008 Barcelona, ES


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Lisez les avis des autres

Noté 5 sur 5 étoiles

We were introduced via a neighbour a few years ago to Dennis Radford. We were incredibly nervous in the beginning in investing our money but after a meeting with Dennis who is extremely knowledgeab... Voir plus

Noté 5 sur 5 étoiles

We took on Chris Webb in Madrid last year, he has really sorted us out, given what we think is very sound advice and been honest and straight forward with us which is exactly what we were looking for.... Voir plus

Noté 5 sur 5 étoiles

Spectrum, and specifically Barry Davys, made me feel comfortable that it understood my financial situation and where I wanted to go medium term. No pressure, just good listeners and sensible effective... Voir plus

Noté 5 sur 5 étoiles

In the nightmare of DB pensions and trying to get the best deal for OUR monies Chris Webb came up trumps . After a few false starts with other untrustworthy outfits I was recommended Chris ,I only wis... Voir plus


À propos de l'entreprise

  1. Conseiller financier
  2. Planificateur financier

Écrit par l'entreprise

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.


Coordonnées de contact

4,5

Excellent

TrustScore 4.5 sur 5

35 avis

5 étoiles
4 étoiles
3 étoiles
2 étoiles
1 étoile

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Noté 5 sur 5 étoiles

Importance and confidence in a good retirement plan.


My wife and I have been connected with the Spectrum IFA group in Madrid for many years.Both before and into our retirement years we have always felt that the management of our financial arrangements have been in safe hands and well secured.The advice we receive whenever adjustments or encashments become necessary and the particular investment program agreed upon always encourage us to continue as is. Chris Webb always takes time to advise, explain the process, and point out any positive or negative aspects.

20 juillet 2024
Avis spontané
Noté 5 sur 5 étoiles

Susan Worthington has been our…

Susan Worthington has been our financial advisor in the Balearics since 2010 & she has given & still giving me (now widowed) an excellent personal service. Extremely helpful in my very difficult time & she is an exceptionally good financial advisor.
I’ve been extremely satisfied with Hansard’s service.

19 juillet 2024
Avis spontané
Noté 5 sur 5 étoiles

It was just chance that I came across…

It was just chance that I came across Chris Webb and the services he provides, but I am delighted to say that he converted a complete financial muddle (a range of investment 'products' that I had accumulated over the years and basically lost touch with) into what feels like a safe, reliable retirement income. He is attentive to detail, explains things clearly and is always quick to respond. My dealings with Spectrum & Baskerville have always been more than satisfactory. This is my ongoing experience over the last 6+ years.

18 juillet 2024
Avis spontané
Noté 5 sur 5 étoiles

A solid company

I am very happy with the service that Spectrum and in particular Chris Webb have provided to me over the last few years. My questions have generally been answered promptly and with accuracy and the advice given has proved to be robust.

7 août 2023
Avis spontané
Noté 5 sur 5 étoiles

Thank you so much Chris!

I moved to Spain three years ago and soon realized I needed help sorting out my finances. The Spanish public system was not designed with foreigners like me in mind, and I needed to find a suitable equivalent to allow me to retire in whichever country I may be living in.

Luckily, a friend recommended Chris Webb from the Spectrum IFA group. Throughout several online meetings, he developed the right plans to best fit the needs my wife and I had for both savings and investing.
With great patience, he answered all our questions and doubts, often revisiting topics from previous meetings when he suspected we were confused or had missed something. By the time we signed all the forms, we were confident that we were in good hands. Since then, I have recommended Chris to all my friends who moved to Madrid.

3 avril 2024
Avis spontané
Noté 5 sur 5 étoiles

Excellent experience with Spectrum

Excellent experience with Spectrum, they have an amazing team and really care about their clients. They listened, understood our needs and made everything easy. Trustworthy and highly recommended.

16 février 2024
Avis spontané
Noté 5 sur 5 étoiles

Living in Spain with a uk private pension

In the nightmare of DB pensions and trying to get the best deal for OUR monies Chris Webb came up trumps . After a few false starts with other untrustworthy outfits I was recommended Chris ,I only wish id found him and Spectrum sooner . They were trustworthy and got to the finish line.

17 juillet 2023
Avis spontané
Noté 5 sur 5 étoiles

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.

30 juillet 2023
Avis spontané
Noté 4 sur 5 étoiles

Always good professional advice from…

Always good professional advice from Jonathan and his team of advisors. Have used then for many years and the products I've invested in have performed well. As a tax advisor myself I have also recommended them to our clients looking for investment advice.

6 mars 2024
Avis spontané
Noté 5 sur 5 étoiles

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.

13 juillet 2023
Avis spontané
Noté 4 sur 5 étoiles

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.

10 juillet 2024
Avis spontané

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