Financial Advisor in Dordogne Region - Debbie Marsden - A personal introduction
 Your financial advisor in the Dordogne is Debbie Marsden
Background
Along with drawing on the resources of The Spectrum Group, one of Europe's leading independent intermediaries, Debbie offers 19 years experience with leading UK financial services companies. In her career both advising clients, and as a consultant and technical specialist with Scottish Widows, Debbie has developed a strong understanding of secure and tax-friendly structures and strategies that can help her clients build their wealth, protect their assets and, ultimately plan their estates tax efficiently.
As an independent financial adviser living in the thriving town of Lanouaille and working in the area, Debbie provides you with the advantage of unbiased financial planning advice by making recommendations on the wide range of financial planning solutions available to her. She has access to a comprehensive range of the world's most respected international banks, investment management and insurance institutions, bringing clients the competitive advantages and convenience of being able to access multiple managers and product providers through one source.
Fees
There are no consulting fees for providing you with advice or ongoing service. The Spectrum Group receives industry-standard arrangement fees directly from the financial institutions with whom we place our clients' business - not directly from our clients.
Clients
Clients have varied needs, but typically either have disposable income they wish to invest regularly towards their medium to long-term goals, or have accrued capital they would like to invest for growth. Clients are usually only introduced to Debbie by personal introduction (referral by existing clients), or by means of professional introduction (financial institutions, employer Human Resources departments or by professional service providers such as accountants, lawyers, trust managers or relocation specialists).
Debbie works with clients of all ages, wealth and financial experience and sophistication- including fellow investment professionals and financial academics. It is a well-established principle that people from all walks of life who plan for their goals are far more likely to reach them than those who don't!
Qualifications and professional Qualifications
Debbie is a member of the Chartered Insurance Institute and holds the Financial Planning Certificate along with further examinations in pension planning, investments, and inheritance tax planning . The Spectrum IFA Group is a member of the British Chamber of Commerce. The Spectrum IFA Group is regulated in France by the Orias
Contact: Email: debbie.marsden@spectrum-ifa.com
Mob. +33 6 50 69 38 23
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