Who is “Ask Amanda?”
As it has been over 2 years since I introduced myself to Deux Sevres Magazine readers, I thought a reminder of who I am would be helpful:
Along with drawing on the resources of The Spectrum IFA Group, one of Europe’s leading independent intermediaries, I have 25 years of experience in financial services.
For over 15 years I have specialised in personal financial planning. Whilst in the UK I worked for several UK high street banks as a financial advisor, attaining the following Certificate for Financial Advisers (CeFA®) qualifications: C.E.F.A I, C.E.F.A II, C.E.F.A III & CEMAP
After a permanent move to France in 2006, I have been addressing the unique financial planning needs of expatriates and those with cross-border interests. I have a detailed knowledge of the French rules & regulations for tax efficient investments, pension organisation, Inheritance planning & French mortgages.
In making recommendations we have access to some of the world’s most respected international banking, investment management and insurance institutions, bringing customers a widespread range of services.
There are no consulting fees for providing you with advice or ongoing service. Our Client Charter outlines how we work and what you can expect from us. Please do not hesitate to ask for a copy of this.
Whether you want to register for our newsletter, attend one of our upcoming road shows (June 17th & 19th) or speak to me directly, please call or email me on the contacts below & I will be glad to help you. We do not charge for reviews, reports or recommendations we provide.