Independent Financial Planning Advice for Expats – The Spectrum IFA Group
Independent Financial Planning Advice* for expats. Our regulated advisers in France, Holland, Luxembourg, Spain, Switzerland and Italy are experienced and qualified.
Living in the country where they provide advice as expats themselves they understand the concerns and issues of living and moving overseas. Planning covers many aspects including international pensions, investments including wealth management (usually within Insurance wrappers), tax issues including inheritance tax, currency exchange, medical insurance and much more.
Our advisers are English speaking but most also have a good knowledge of the local language.
The Spectrum IFA Group acts on your behalf. We also put an emphasis on continuing advice and support. Some of our clients have worked with their adviser for 15 years. This commitment means that we are able to provide advice and reassurance during the inevitable changes in tax, currency exchange rates and market moves. Indeed, the introduction of Qualifying Recognised Overseas Pensions QROPS, the banking crisis and the fall in the value of Sterling against the Euro are all examples of why continuing advice is essential.
As independent financial planing advisers we are pleased to have a range of clients of many
different nationalities from young families, business owners, executives and company directors,
retired people and even recording artists and professional sportsmen. See a sample of the recommendations from our clients
* In most EU Countries, financial planning advice is provided using and within highly tax efficient Insurance contracts.
If you would like assistance, without obligation, please click here on advisers.
We have advisers in...
France - Luxembourg- Netherlands - Italy - Spain - Switzerland
The Spectrum IFA Group are founder members of FEIFA
The Spectrum IFA Group Difference
Our Client Charter
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Member of Fédération Européenne des Conseils et Intermédiaires Financiers