Richard Rose of The Spectrum IFA Group - a personal introduction
 Along with drawing on the resources of The Spectrum Group, one of Europe’s leading independent intermediaries, Richard Rose brings 10 years of experience in financial services.
As an independent adviser living and working in the Barcelona area, Richard 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 Richard 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).
Richard works with clients of all ages, wealth and financial experience and sophistication- including fellow investment professionals. 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!
Professional Qualifications
Richard’s qualifications and certifications include the International Financial Planning Certificate from the Chartered Insurance Institute. (FAIQ CII.) Richard is a member of The Chartered Insurance Institute. The Spectrum IFA Group is a member of the British Chamber of Commerce and Richard is also a member of the Australia Spain Business Association, (ASBA.) The Spectrum IFA Group is regulated by the DGS in Spain.
richard.rose@spectrum-ifa.com
Tel: +34 93 665 28 28 Mob. +34 656 374 960
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