Michael Churchley – Technical Director - a personal introduction
Background
Along with drawing on the resources of The Spectrum Group, one of Europe’s leading independent intermediaries, Michael Churchley brings 26 years of experience in financial services.
For the past six years Mr. Churchley has specialised in 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, Mr. Churchley 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 Mr. Churchley 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).
Mr. Churchley 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 certifications in financial planning, international financial planning, and joint license holder in Spain [DGS]. Professional memberships include the Chartered Insurance Institute & Chamber of Commerce [Camara] Murcia, Costa Blanca Spain
michael.churchley@spectrum-ifa.com
Tel: +34 96 869 8519 Mob: +34 620 926 685
Skype:
|
