Paris Ile-de-France 75009
Supported by the resources of The Spectrum IFA Group, one of Europe’s leading independent intermediaries, Brian has more than 30 years experience in the financial services industry. He specialises in addressing the unique financial planning needs of expatriates and those with cross-border interests and has a detailed knowledge of international product providers and tax-efficient structures that can assist in asset building, asset protection and, ultimately, estate planning.
As an independent adviser, Brian provides clients with the advantage of unbiased financial planning advice. He has access to many of the world’s most respected international banking, investment management and insurance institutions, which bring clients the competitive advantages and convenience of being able to access multiple managers and product providers through one source. Particularly with regard to QROPS (Qualifying Recognised Overseas Pensions) and Assurance Vie.
Brian does not charge consulting fees for providing you with advice or on-going service.
Clients have varied needs, but typically either have disposable income they wish to invest regularly towards their medium to long-term goals, or have accrued capital they would like to invest for growth or to provide an income.
Clients are introduced to Brian either by personal or professional introduction . Brian works with clients of all ages, wealth and financial experience. It is a well-established principle that people who plan for their goals are far more likely to reach them than those who don’t!
He is a French resident and lives in the unspoilt countryside of the Charente Maritime bordering on Aquitaine, between Bordeaux and La Rochelle. Keen on outdoor pursuits and nature generally, Brian is an accomplished flyfisher for trout and salmon and has qualified for the English Flyfishing Team and has published four books internationally on flyfishing.
Brian provides an initial confidential consultation to:
• Assist you in evaluating existing pensions, protection (insurance) and savings / investment provision in a comprehensible manner.
• Identify and prioritise your financial objectives (short, medium and long-term).
• Identify how to reach those objectives, on the basis of resources you can comfortably engage. Importantly, he will focus on present and future tax-efficiency and all other attendant aspects.
From this information you will be provided with a comprehensive report and recommendation.
Spectrum’s recommendations are made without obligation or charge. You are free to accept our advice wholly, partly or not at all. We are pleased also to negotiate and arrange access to holdings specifically of your choice.
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