Client reviews
Professional connections reviews
I reached out to Spectrum for a review of my overseas finances to ensure that I was compliant with all taxation laws and not leaving money on the table. Barry returned my message within a couple of hours and we had a friendly call where he explained a number of concepts and how they applied to my situation in a simple and concise manner, putting my mind at ease.
What I appreciated most was Barry’s transparency—he made it clear that, due to my current financial situation, his services would stand to benefit him/Spectrum more than me. He recommended that I get back in touch after I’ve reached a couple of other milestones. Many other advisors might have tried to take advantage of the situation, but Barry clearly puts the customer’s interests first.
Thank you Barry!
Best Practice
Pensions are complex things. Rules, regulations and – a feature of recent years – changes to the rules and regulations. Please click here to read an actual Case Study which saved a client £468,331
A Case Study
Mr Blood has lived in Spain for eight years. However, as a result of a pension mis-selling review in the UK by a large UK bank he received compensation to cover a pension shortfall. The client was extremely satisfied with the amount of the compensation. Advice was requested from his independent financial adviser (IFA), Barry Davys of The Spectrum IFA Group, on how to invest this compensation to ensure that his pension fund returned to its true value.
To read the full story, please click here
To read the full story, please click here
Mr Blood
“Barry demonstrates total dedication and passion for his work. He loves the world of finance, it’s clear in everything he does and he works extremely hard at providing the best service possible.”
Gillian Pollock
“Barry combines his wealth of financial expertise with an innate empathy to provide an expert, completely trustworthy financial service, tailor-made to each client’s specific needs, guiding you patiently along each step of the way. Highly recommended.”
Claire Terry
“Our meeting was useful and it was lovely to meet you. You inspired confidence but I am aware that you cannot control the markets! Your suggestion to move some of the funds into a deposit account seems to make sense and I really wish this had been done three years ago.”
R. N.
My professional relationship with Barry has been for more than 10 years. As a tax lawyer specialising in advice to international clients, Barry and I have worked very closely together; Barry providing all aspects of wealth management advice while I provided the specialist tax advice. This has been particularly important and useful for British people coming to Spain as Barry has the insight into UK taxation and how this interacts with Spanish tax.
I quickly recognised that, with Barry, clients are in good capable hands. In my personal experience, he has always paid attention to clients’ interest first and foremost, is reliable and an expert in advising clients on the management of their wealth.
Mercedes Valldosera,
As a UK accountant with interests in Barcelona, I’ve worked with Barry on a number of clients for over five years. He is particularly good at looking after higher value individuals looking to move to Spain, and he’s especially adept in using the “Beckham Rule”, a valuable tax concession for such people. But just as important, I’ve always found him reliable and very pleasant to deal with.
Paul Chamberlain, MA (Oxon), FCA, DCha,
“Barry is an inspiring professional. He always displays true dedication to his work and his clients, working tirelessly to provide the best possible service. He is innovative and helpful at all times, ready to share his expertise with his colleagues. A valued and valuable member of the Spectrum team.”
Matt Deegan
“Whilst at HSBC I attended client seminars with this adviser in Barcelona. It is clear that he has an excellent relationship with his clients due to his attentive and professional nature. He has proved to be great ambassador for the Spectrum Group.”
R. H.
“A rarity in his profession – a financial adviser you can trust, who takes a proactive approach to his clients’ personal cases.”
