Barry Davys is an independent financial adviser (IFA) with The Spectrum IFA Group. He has been fortunate to have worked with many interesting people during his career. His speciality is putting together effective financial planning strategies and inheritance tax planning. Mutual respect is earned by working together, looking after your best interests and by me adding value to your financial planning through qualifications, experience and enthusiasm. He is a specialist in financial planning for people living in Spain.
Along with drawing on the resources of The Spectrum Group, one of Europe’s leading independent intermediaries, Barry Davys has been an independent financial adviser for twenty seven years since leaving the Royal Air Force where he held a number of roles including Officer in Charge of Accounts.
During the last 27 years Barry has assisted clients with all types of financial planning from the very simple to the complex, including Inheritance Tax planning which is an area of expertise for Barry. Indeed, Barry has often been called upon by accountants and lawyers to assist clients with their Inheritance Tax planning. An example of this expertise was planning that reduced an inheritance tax liability by £800,000 for a 103 year old woman. In another case, Barry helped a client save 82,000 in Spanish Tax (Case Study). Barry has acted for both UK and international clients in the last 27 years including clients located in Vietnam, Syria, the Bahamas and of course clients in Spain and the Baleric Islands.
As an independent adviser, Barry 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.
Qualifications and Professional Memberships
In addition to practical experience Barry has a Masters of Business Administration (MBA) from Warwick University and took the very first Financial Planning Certificate and the Advanced Financial Planning Certificate and was successful in both. Specialist papers included taxation and trusts and investment management.
Barry Davys is a member of Barcelona Global, an ex President of the Conservatives Abroad Empordá and the resident financial expert for the “Ask the Expert” section of the pan European English speaking website Expatica.com
Barry has also been Non Executive Chairman of a spin out company from Dundee University, Governor of an independent school and secretary of a Highland Games in Scotland.
Barry’s philosophy is to examine the client’s current situation, listen to the client’s requirements and then provide advice that will allow the client to make an informed decision.