Financial Planning for High Net Worth Individuals
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!
With a Masters Degree in Business Administration and over 28 years of financial experience along with specialist qualifications in taxation and trusts, Barry is well known in Barcelona and the Costa Brava for his financial expertise. He has a huge wealth of experience in providing confidential financial advice to a broad range of clients, from those with straightforward planning requirements to those with more complicated affairs, including retired and current directors of FTSE 100 companies, estate owners and expatriates with international business interests. Barry has also served as Secretary of a Highland Games in Scotland and was Governor of a Boarding School. Barry is now a Barcelona committee member of the British Benevolent Fund in Spain. The British Benevolent Fund in Spain provides financial assistance to British people living in Spain. You can see how the BBF has helped people on their stories page britishbenevolentfund.org/stories/
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