Financial advisers to the Yachting community

Financial advisers to the Yachting communityFinancial Planning Advisers to the Yachting community need to understand the particular financial planning requirements of those owners, captains and crew members who are part of that community. This includes the fact that crews are often paid in dollars, the flexible nature of their contract, the need for flexible pensions and savings and how to purchase a property whilst being a member of a crew.

For owners, the understanding the impact of the ownership of a yacht on a wealth management strategy is very important. Our wealth managers take all these factors into account when providing financial planning to owners.

For advice from one of our regulated, experienced and qualified financial planning advisers to the yachting community call or email one of our advisers below.

Download our Yachting PDF

* In most EU Countries, financial planning advice is provided using and within highly tax efficient Insurance contracts.

Fully Licensed and Regulated with representation in: France, Cote d’Azur, Spain, Barcelona, Costa Blanca, Mallorca, Costa del Sol & in Portugal in the Algarve

In Spain:
Barcelona:

Richard Rose
Tel: +34 656 374 960
richard.rose@spectrum-ifa.com
Office tel + 34 93 665 8596

Mallorca:

Susan Worthington
Tel: +34 971 696 292
susan.worthington@spectrum-ifa.com

Costa del Sol:

Pauline Bowden
Tel +34 95 289 0383
pauline.bowden@spectrum-ifa.com

Charles Hutchinson
Tel +34 95 279 7923
charles.hutchinson@spectrum-ifa.com

Baskerville Advisers S.L. CIF B-63/137.020
Correduría de Seguros; No de registro RDGS J2306;
Paseo de Gracia 64, 3o, 3a, 08007, Barcelona. Seguro responsabilidad civil AIG Europe No 0131900503.1330 Registro Mercantil de Barcelona, Tomo 35489, Folio 170, Seccion 8, Hoja B-269534

Financial Services including Bank Accounts & Mortgages
Life & Health Insurance
Savings & Investments and wealth management.

In France:

Tim Yates
Tel: +33 615 33 60 83
tim.yates@spectrum-ifa.com
Office tel + 33 4 93 00 01 13

Peter Brooke
Tel: +33 6 87 13 68 71
peter.brooke@spectrum-ifa.com
Office tel + 33 4 93 00 01 13

Lorraine Chekir
Tel: +33(0)6 42 43 20 54
lorrainechekir@spectrum-ifa.com
office tel + 33 4 93 00 01 13

TSG Insurance Services S.A.R.L.
Siège Social: 34 Bd des Italiens, 75009 Paris
« Société de Courtage d’assurances »
R.C.S. Paris B 447 609 108 (2003B04384)
Numéro d’immatriculation 07 025 332 – www.orias.fr