Expat Financial Advisors in the Dordogne - The Spectrum IFA Group
Financial Advisors in the Dordogne who are living in the Dordogne - Brian Furzer
Background
Along with the resources of The Spectrum IFA Group, one of Europe’s leading independent intermediaries, Brian Furzer brings more than 30 years experience to the financial services industry. He specialises in addressing the unique financial planning needs of expatriates and those with cross-border interests and has a detailed knowledge of international product providers and tax-efficient structures that can assist in asset building, asset protection and, ultimately, estate planning.
As an independent adviser, Brian provides clients with the advantage of unbiased financial planning advice. He has access to many of the world’s most respected international banking, investment management and insurance institutions, which brings his clients the competitive advantages and convenience of being able to access multiple managers and product providers through one source.
Fees
Brian does not charge consulting fees for providing you with advice or on-going service. The Spectrum IFA Group receives industry-standard fees directly from the financial institutions with which they place their clients’ investments - not directly from 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 or to provide an income. Clients are introduced to Brian either by personal introduction (referral by existing clients), or by means of professional introduction (by 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. It is a well-established principle that people who plan for their goals are far more likely to reach them than those who don’t!
Other Information
He is a French resident and lives in the unspoilt countryside of the Charente Maritime bordering on Aquitaine between Bordeaux and La Rochelle.Keen on outdoor pursuits and nature generally, Brian is an accomplished flyfisher for trout and salmon and has qualified for the English Flyfishing Team and has published four books internationally on flyfishing. The Charente Maritime is the perfect environment for pursuing his interest of observing nature, particularly the varied birdlife of the area.
Brian is a member of the Franco British Chamber of Commerce & Industry.
Brian provides an initial confidential consultation to:
• Assist you in evaluating existing pensions, protection (insurance) and savings / investment provision in a comprehensible manner.
• Identify and prioritise your financial objectives (short, medium and long-term).
• Identify how to reach those objectives, on the basis of resources you can comfortably engage. Importantly, he will focus on present and future tax-efficiency, product portability, your attitude to risk and events that may threaten the financial wellbeing of you and your dependents.
Next he will prepare a report recommending solutions matching your requirements and include any relevant product literature and illustrations to enable you to make an informed decision. Crucially, Spectrum are not agents for any particular company- representing clients from an unbiased position of independence. We feel that this strongly sets us apart from dealing directly with large institutions, where you may experience less-personal service, a high turnover of staff familiar with your circumstances and where there may be a bias to recommend their own products and services.
Spectrum’s recommendations are made without obligation or charge. You are free to accept our advice wholly, partly or not at all. We are pleased also to negotiate and arrange access to holdings specifically of your choice.
Tel: +33 5 16 94 00 92
brian.furzer@spectrum-ifa.com
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