Jonathan Goodman of The Spectrum IFA Group - a personal introduction
 Background
Along with drawing on the resources of The Spectrum IFA Group, one of Europe’s leading independent intermediaries, Jonathan Goodman brings 15 years of experience in financial services. Jonathan grew up in the Middle East and moved to Spain at the beginning of 1992, after serving for five years as an Infantry Officer in the British Army.
As an independent adviser living and working in the Barcelona area, Jonathan 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. He is currently Development Director for Spectrum in Spain.
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 only introduced to Casey 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).
Qualifications and Professional Memberships
Jonathan’s qualifications and certifications include the International Financial Planning Certificate from the Chartered Insurance Institute and he is a member of The Chartered Insurance Institute. The Spectrum IFA Group is a member of the British Chamber of Commerce and Jonathan is also a founding member of ‘The Business Lunch’, a member of Rugby Club Sitges and Barcelona based Toastmaster’s Club, ‘Prestigious Toastmaster’s’. The Spectrum IFA Group is regulated by the DGS in Spain.
Email: jonathan.goodman@spectrum-ifa.com
Telephone: +34 936658596
Fax: +34 936365611
Mobile: +34 609768359
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