Spectrum IFA Group Bewertungen 106

With Barry Davys you know that he has your back. He is very careful to ensure that he understands not just your current financial situation but also your goals, future needs, lifestyle requirements and desires, and he crafts a financial plan that looks to that future.
He is very approachable and unflappable, available to answer any questions you might have.
As a client for over 16 years, I can testify to the quality of advice and professionalism of Barry.

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.

I have been a client of Spectrum on the Costa del Sol for 5 years now. I was recommended to my advisor Charles Hutchinson by a family member, who had benefited significantly from his financial advice. He took me step by step through a QROPS and has continued to give me the support and advice I need. He keeps me updated regularly and I am very happy with the progress of my investment.
Charles is very personable and professional and explains things in a simple way that I can understand. I have no hesitation in recommending him.

I have been looked after by my agent David Hattersley within the spectrum Group since 2013. I have been completely satisfied and happy that my investment are in safe hands. When I need them, they are there.

I have been a client of spectrum since I can't remember when. I have received consistent, courteous and competent advice whenever I have contacted my chief adviser, Michael Lodhi. Any problems have been resolved immediately and successfully. I cannot praise the company's efforts too highly. Recently, David O'Donoghue has helped (with transfers of funds) to my complete satisfaction. Sincere thanks tol you all at Spectrum.

My husband and I have been with Spectrum, under the guidance of financial advisor David Hattersley in Javea since 2016. David ensures that we are always up to date with information regarding our investments, regularly provides excellent advice with full explanations and we are very happy with the resulting sense of security. .
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Highly recommended.

We are retired and now live in Valencia province. We were first referred to David Hattersley in 2016 by the consultant assisting us with our Spanish tax return. We received excellent advice on the tax treatment of pensions and annuities. Since then we have been in regular contact with David, who has taken the trouble to learn our particular circumstances, and assist to invest our savings in a sensible and tax-eficient manner. We receive regular updates, and David is always available for any query. We are impressed by his knowledge and professionalism. Mike

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.

Spectrum IFA Group has been an expectational service. In particular, Sue Regan has been highly professional in her advice and guidance. Sue is very approachable, always happy to answer any questions, providing clear documentation as well as discussing the information.

I highly recommend Sue.

Barry has been an exceptional financial advisor for me. He always provides clear and practical advice that is easy to understand and implement. His insights have been invaluable in helping me navigate the complexities of my financial situation. Barry truly understands my future ambitions and business model, tailoring his advice to fit my specific needs. Spectrum's professionalism and dedication give me confidence in my financial decisions. I highly recommend the team to anyone looking for a knowledgeable and reliable financial advisor.

I have really appreciated the patient help and advice from Barry Davys at Barcelona Spectrum since becoming a widow in 2022. I had previously left the management of savings to my husband and needed a trustworthy and understanding advisor. Very glad to have had Barry Davys personally recommended by a friend, which is always reassuring.

Spectrum, and specifically Barry Davys, made me feel comfortable that it understood my financial situation and where I wanted to go medium term. No pressure, just good listeners and sensible effective doers. I felt that Spectrum was part of me and have worked with them continuosly since more than 10 years ago.

My wife and I have been working with Spectrum and more specifically, John Lansley, as our financial advisor since 2011.
John has provided outstanding guidance and good advice on a regular basis and has helped us to make good decisions so that we are now financially comfortable in retirement.
Without John's balanced and informative recommendations it would have been difficult to determine how and when to grow and protect our investments.
As we have lived in a variety of countries, John's expertise and opinions have been invaluable.
We highly recommend Spectrum.

I did a QROPS in 2017 with Spectrum, with the great help of Mr. Chris Webb as financial advisor.
I can only have positive comments regarding the service and advise I have received.
Chris is very helpful and fast responding to any doubts I have had, I can highly rrecommend him.

Dennis Radford is my Finacial Advisor and assisted transferring my UK pension about 8 years ago. My pension has performed remarkably well. Dennis is very knowledgeable and I wouldn't hesitate to recommend him or Spectrum for great advice.

Without a doubt Dennis Radford was very professional, knowledgeable reliable and trustworthy . Really easy to talk to and very uncomplicated in his explanation of things. I would have no hesitation of recommending him.

The advice Dennis Radford has given me is always reliable. He explains financial affairs calmly and in a way that i can understand.
Dennis is my go to man for financial advice and planning.

I was frankly clueless about finance and investment until I met up with my financial adviser Susan Worthington she has helped me so much. She set up a qurops pension fund for me and investments her advice was sound and I never once felt pressured into making a decision she was keen to ensure that everything was right for me. She responds quickly to any queries or worries and has more than once set my mind at rest.
We have been working together since 2012.

I was looking for tax advice on managing an offshore pension fund and was recommended to Charles Hutchinson from Spectrum. Charles proved to be very knowledgeable, client oriented and pragmatic. I opened an account with Spectrum a few months ago and have been very satisfied not only with the results to-date but also with the whole experience and on line capabilities. Strongly recommended.

Susan Worthington has been my financial advisor since 2010 and I have been extremely satisfied with her.
She is trustworthy,knowledgeable, personable and always tries to explain in simple terms which makes things so much easier. Always gives good professional advice and all the investments have performed well.
She is also very patient and always available when needed as I have experienced only last January with a complicated transaction. She guided me throughout the process and made me feel safe.
An excellent financial advisor.