Office Opening in Bendinat, Palma
Susan and Tom Worthington of the Spectrum IFA Group (Independent Financial Advisers) held their first Coffee Morning on Wednesday 13th November at their new office in Bendinat.
This event was an informal “open door” with coffee, organic croissants from Natura Club and even bucks fizz for those who felt like it. The crowd that attended was a mix of young and older guests, proving that financial advice is not only for those with larger sums of money but for everyone out there who wish to plan ahead.
Whether it be for someone young on their first job wishing to start saving for a house, a young family wanting to save for their kid’s education, or people who have already accumulated capital and wish to invest for growth or income in retirement they can offer tailor made advice. The idea was to provide people with an insight into the role of a Financial Adviser. They are often asked the question, “what exactly is it that you do.” The company prefer a soft approach to helping new clients, taking their time to fully understand what people are aiming to achieve.
There have been complaints recently about companies cold calling people in Mallorca with aggressive sales techniques, giving a bad name to the financial advising industry. Susan Worthington has described her approach as “a soft approach to helping new clients” and Tom added “we take our time to get to know the client so that we can give the best bespoke advice possible for that client.” They explained they are committed to providing clients with a copy of the Spectrum IFA Group Client Charter outlining their commitment to clients on their first meeting, this also highlights what you can expect from the Spectrum IFA Group.
The Spectrum IFA Group office in Mallorca is located in Plaza Bendinat while the Head Office is based in Barcelona, with an ever increasing amount of offices spread across Europe.
The Advisers here in Spain are regulated under the Correduria de Seguros. If you have unfortunately missed the event, not too much to worry about as there will be more Coffee Mornings taking place throughout the year. You can also call them on 971 69 62 92 to make an appointment at a time of your convenience.