Spectrum IFA Group - France Bewertungen 18

Katey Murray is a refreshingly complete voice in a wilderness of poor, incomplete or muddled responses from partisan advisors in both France and UK. My issue was the net tax liability in both France and UK in case of the sale of a second home in UK. Katey cut through it all like a knife through butter and presented a clear view of the way forward. She then told me that her advice was an investment in future commissions. A rare and far seeing lady advisor.

I started working with Andrea Glover early 2023, Andrea came to my house and we had a thorough overview of all my investments. I'm based in SW France. From the beginning Andrea was patient, extremely clear and has given me great advice. Andrea always responds quickly and with positive advice. I would not hesitate to recommend her, and her talented team!

A personal service. Andrea is charming, knowledgeable, understood our situation and provided innovative and tax efficient solutions. Would happily recommend her.

When we became French tax residents about three years ago, we understood that we would have to change financial advisors, mainly because of the different rules following Brexit. This was a little challenging as, since we retired, our advisors had been well known to us for many years, and frequently friends. Moreover, because our investments were structured to make full use of the UK tax regime, a fairly complex portfolio had evolved.
We identified a handful of candidate advisors and discussed our situation at length with three of them. Andrea Glover at Spectrum stood out in her immediate understanding of our needs, her (relative) proximity, and her willingness to meet us frequently to develop the relationship.

Having decided to use Spectrum, Andrea has worked tirelessly to help us disentangle our UK-oriented portfolio, to simplify it and match it to our needs in France. To do this, she had to deal extensively and diplomatically with our UK advisors and managers.

It is still early days but it appears that our new, France oriented investment portfolio is working well. And we sleep better at night.

over the past few years we have had excellent financial advice from Andrea Glover based in SW France. Any questions are mostly promptly answered and our personal meetings are always delightful
Thank you Andrea from AB and KB

Andrea Glover has been our account manager for many years following the retirement of our initial Spectrum France contact. She is always professional, highly efficient, ensures she reverts with more information where possible to our questions and always provides detailed solutions to our financial needs. We would highly recommend her services within the Spectrum Group. KO and AH

I write this in response to an email from the office of Andrea Glover…..I think I was put in to Andrea by my then estate agent around 3 years ago when we moved to France, and her help, guidance and knowledge helped greatly in navigating my finances with the change of country. She has a wonderful client facing manner and is very easy to build a relationship with, she provided several options and in the end helped in moving my pension onto an international platform, all for a fair fee. I have since recommended her to other people I know which is my highest complement, thanks and kind regards, SPW

As an early retiree in France I was totally clueless about all things ‘finance’ until I found Andrea. She has been so incredibly helpful, kind, patient and knowledgeable, I trust her implicitly to give me the best financial advice at all times.

Andrea Glover was recommended to us by our French tax adviser and we were very impressed from our first meeting. She took time to understand our financial position and requirements and explained the options patiently and in detail. Later, when we had made our decisions, she liaised with our financial adviser in the UK and with the tax specialist in France in order to arrange the most advantageous transfer process and timescale. She is very personable and knowledgeable, traits which gained our trust and confidence from the start. I can highly recommend her and Spectrum IFA Group France.

I have been very fortunate in having Andrea Glover as my Financial and Pension Advisor for the past 4 years.Her advice and guidance has both professional and efficient. She is based in South West France
It is very reassuring to have someone you can trust to advice you , more so given the turmoil in the financial markets over the past few years and no doubt in the future.I have recommended Andrea to friend 's, who like me, live in France.

Andrea contacts us regularly and deals with any issues promptly and correctly. She has also given us the opportunity to have a Zoom call should we wish to discuss our current or any future investments.

My husband and I have been working with Andrea during the past couple of years from our base in France. And have had the pleasure to recommend her to our friends network. Not only is Andrea a warm, charming and kind individual, her advice and support has been exceptional. We genuinely wouldn't be without her.

Andrea is always been professional and open in her dealings with me. She takes time to explain financial issues in a manner that is understandable and straightforward. She has offered me options and advice that has allowed me to make informed decisions. She is always friendly and approachable. I cannot see how the service Andrea provides can be improved.

We have been using the services of Spectrum with Lorraine Chekir as our financial advisor for the past 7 years for both savings and pension advice. She always gives good clear and concise advice and also provides regular updates as to how our investments are performing. She is readily available if we have any questions. I wouldn’t hesitate to recommend her services to anyone looking to make an investment.

My financial advisor, Lorraine Chakir from Spectrum, France, in giving monetry advice is fabulous. I must say, in the past I have never trusted financial advisors. As a lay person, I find they use financial language that I don’t understand, persuading me into things I don’t really want to do and they make me think they are working for their own gains (or their company’s) rather than mine. (cynical I know!) Lorrain is the complete opposite. I trust her implicitly and know she understands my financial needs and wants perfectly. She speaks in simple terms that I understand! I recommend that anybody who doesn’t like financial jargon but everyday, understandable, language when discussing their financial business, seek her out. She will give you perfect advice, knowing your own particular financial position and needs. Spectrum IFA group through Lorraine have provided a great service! Thank you!

I approached Spectrum in 2017 and met with Sue Regan whose professional and competent advice disentangled my worries and gave me confidence in my financial future. I have continued to benefit from her knowledge and her friendly and caring approach. I feel very comfortable and secure with Sue as my financial adviser and have no hesitation in recommending her.

Spectrum and specifically Sue Regan was recommended by a friend and I am so grateful. I have been using Sue’s services since February 2023, we received a full financial health check for myself and partner, set up a savings plan and completed a complicated pension transfer with ease. Nothing is too much trouble, absolutely no pressure to commit to anything and if I have a question Sue is there to answer it.

I am very happy with the service, it is always attentive without being intrusive. I have received good advice.