Financial Advisers in Europe – Recommendations from our Clients
Finding a Financial Adviser in Europe that you can be sure is working in your best interests can be difficult. Whilst our advisers are regulated, qualified and experienced it is often helpful to have recommendations from other clients. Here are a few of the recommendations we have received from clients and other professionals we work with.
Too often we only put pen to paper to complain, but I'm a firm believer in giving credit where credit is due, hence this e-mail: I'm writing to let you know that David O'Donoghue is a particularly knowledgeable, friendly and service-minded financial planner. My wife and I have met and spoken with him on a number of occasions, and his professionalism has impressed us to the point where I thought this e-mail worthwhile.
I don't send e-mails like this very often. Just thought I'd let you know.
“My Spectrum adviser has advised me on many aspects of financial planning, from life insurance through to seeking finance for a business project. At all times he has been thorough, made decisions in my best interests and in tune with my requirements.”
“This adviser is a rarity in his profession - a financial adviser you can trust, who takes a proactive approach to his clients' personal cases.”
Chartered Accountant and Client
“When I first met my adviser I didn't know what to be more impressed by: the fact that he had decided to move to Spain when he was already a successful financial adviser in the UK; or the fact that he succeeding yet again in doing so. Few people would be able to replicate his move. The curiosity that drove him to Spain is also evident in his work, an attribute rarely found in the financial world, particularly in those as experienced as him. He is also a very soft sell. He has advised me many times and only a few of those times has it been in his interest, and even then only in the long run. For these and many reasons I believe him to be a very trust-worthy person. I recommend him without hesitation. His combination of experience, curiosity and integrity are rare to find in the financial world.”
"I have known this Spectrum IFA Group adviser for 8 years. She is with out doubt the most dedicated, conscientious and knowledgeable financial adviser I have ever met. She applies the same dedication to both small and large investment clients and is a credit to her company and profession."
“This is an inspiring professional. He always displays true dedication to his work and his clients, working tirelessly to provide the best possible service. He is innovative and helpful at all times, ready to share his expertise with his colleagues. A valued and valuable member of the Spectrum team.”
“This guy must be nuts because not only does he understand International tax, financial planning and markets, he actually enjoys it”
“Whilst at HSBC I presented client seminars with Spectrum advisers in Barcelona. It is clear that they have an excellent relationship with their clients due to their attentive and professional nature. The Barcelona Team has proved to be great ambassador for the Spectrum Group.”
International Sales Manager, HSBC Global Asset Management
“This Spectrum adviser offers invaluable ongoing advice for his clients and invests a lot of his time and energy in his investment research, which his clients are reaping the rewards from. It's a pleasure assisting him meet his clients ongoing objectives.”
Account Executive, Hansard Development Services
was with another company when working with the adviser at Spectrum IFA Group
If you wish to discuss your financial planning, in the strictest confidence please click on the email link advisers.