Brian Berney FPC, CeMap of The Spectrum IFA Group - a personal introduction
Background
 Along with drawing on the resources of The Spectrum Group, one of Europe’s leading independent intermediaries, Brian Berney brings 18 years of experience in financial services.
For the past eight years Brian has operated as a Independent Financial Adviser (IFA) and was a founder member of one of the biggest and well respected IFA networks in the UK, Positive Solutions. For the past year Brian has been addressing the unique financial planning needs of expatriates and those with cross-border interests. He has attained not only a detailed knowledge of both European and International product providers but of secure, tax-friendly structures that can assist in asset building, asset protection and, ultimately, estate planning.
As an independent adviser, Brian provides you with the advantage of unbiased financial planning advice. In making recommendations he has access to a comprehensive range of the world’s most respected international banking, 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. Furthermore, our ongoing remuneration is performance-related so we share in a long-term incentive for your financial success.
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 only introduced to Brian 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).
Brian 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 Memberships
Qualifications include The Chartered Insurance Institute’s Financial Planning Certificates (FPC 1, 2 & 3), and Certificate of Mortgage Advice and Practice (CeMap) and joint license holder in Spain [DGS]. Professional memberships include the Chartered Insurance Institute & Chamber of Commerce, Marbella, Spain.
brian.berney@spectrum-ifa.com
Tel: +34 952 800 765 Mob: +34 666 670 187
Skype: brianberney
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