The Spectrum IFA Group is Europe’s largest expatriate financial planning brokerage with some 40 advisers based in six different jurisdictions. Each of our European companies is regulated by the local authorities to provide financial advice to English speaking expatriates based or passing through those countries.
What do we do?
Our advisers assist their clients with any aspect of their financial ‘lives’ including:
• International & local banking
• Savings, investments and insurance
• International & local mortgages
• Wealth accumulation, maximisation & protection.
• Family and corporate insurance solutions
…but our primary role is that of financial planning.
Financial planning is the process by which individuals and companies accumulate wealth for a future purpose. Our job is to help you, our client, formulate a plan to use current assets and incomes to provide a future asset ‘pot’ which can be used for whatever purposes you have chosen. It is also a vital to ensure that from day one all ‘what if’ questions are discussed and solutions provided…“What if I get ill, lose my job, die?”
We are based in the main yachting centres in Europe and already help many members of the yachting community with their finances. Many senior crew want to be or are already resident in a European country, and our aim is to make the transition to residency as tax and cost efficient as possible. The Spectrum IFA Group is able to independently access financial solutions from International and local European providers, meaning our advice is always tailored to fit exactly with your personal and fiscal situation.