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Introduction
In today’s world of finance one thing is clear, we all have to pay attention to and take great care of our own finances. Spectrum advisers are here to help you, our clients, with the many complex financial and tax issues you are confronted with: retirement and pension planning including QROPS, Life Assurance, efficient investing (using Insurance wrappers), succession and inheritance tax planning, currency exchange and many more. As for most expatriates, these planning issues may exist in more than one country, and we believe working with experienced, qualified, cross border advisers who are themselves expatriates, and therefore facing similar challenges, is really important.
At Spectrum we believe clients should not leave their finances entirely in the hands of a third party, a banker, an investment manager or an adviser. We want our clients to stay involved and work with us to ensure they continue to prosper. We put an emphasis on continued advice and support with some of our clients having worked with their adviser for more than 15 years. Our commitment to long term business relationships allows us to provide advice and reassurance during the inevitable changes in tax rules, movements in exchange rates and markets.
With care, you prosper
At Spectrum we believe clients should not leave their finances entirely in the hands of a third party, a banker, an investment manager or an adviser. We want our clients to stay involved and work with us to ensure they continue to prosper. We put an emphasis on continued advice and support with some of our clients having worked with their adviser for more than 15 years. Our commitment to long term business relationships allows us to provide advice and reassurance during the inevitable changes in tax rules, movements in exchange rates and markets.
With care, you prosper
Contact Info
Address:
Paseo de Gracia, 63, Principal 2a
Barcelona
08008
Spain
Barcelona
08008
Spain
Tel:
+34 93 665 8596
Website:
http://www.spectrum-ifa.com
Offering
- Financial Planning
- QROPS & Tax Efficient Investments
- Worry Free Mortgages
Hours of operation
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Meet Our Team (6)
Barry Davys
Financial Adviser
With a Masters Degree in Business Administration and over 28 years of financial experience along with specialist qualifications in taxation and trusts, Barry is well known in Barcelona and the Costa Brava for his financial expertise. He has a huge wealth of experience in providing confidential financial advice to a broad range of clients, from those with straightforward planning requirements to those with more complicated affairs, including retired and current directors of FTSE 100 companies, estate owners and expatriates with international business interests. Barry has also served as President of the “Conservatives Abroad†in the Costa Brava, Secretary of a Highland Games in Scotland and was Governor of a Boarding School.
Cédric Privat
Financial Adviser
A native of Saint-Etienne, France, Cédric completed his studies at Dublin Business School, Ireland’s largest independent third-level college. He began his career working for SEB Life International based in Dublin before he moved to Barcelona in 2008 to join The Spectrum IFA Group. Cédric advises his clients on all aspects of their personal finances and is fluent in English, French and Spanish.
Chris Burke
Financial Adviser
Chris is originally from the South of England and enjoyed a successful career in the Financial Sector in the UK before he and his partner Lauren succumbed to their long-held desire to live abroad. He has worked for large blue-chip companies such as AXA/PPP and Reed Elsevier in their business environments, working closely with business economists and analysts to reach their financial targets. As Regional Manager, heading up a team of 15 people, he won numerous awards for ensuring that both business targets and objectives were met.
Now fully integrated into Spanish life and with a successful career with The Spectrum IFA group, Chris has no regrets about their move. He is committed to working hard to provide the best financial solutions for each individual client’s needs. Chris firmly believes that life in Barcelona, helping other expatriates like himself, is even more enjoyable than he could ever have imagined.
Now fully integrated into Spanish life and with a successful career with The Spectrum IFA group, Chris has no regrets about their move. He is committed to working hard to provide the best financial solutions for each individual client’s needs. Chris firmly believes that life in Barcelona, helping other expatriates like himself, is even more enjoyable than he could ever have imagined.
Jonathan Goodman
Financial Adviser
Jonathan was brought up in the Middle East and completed his schooling in North Yorkshire. He joined the British Army in 1986 and served as an Infantry Officer until 1992, before resigning and moving to Spain. In 1995, he was recruited by Mondial, an International Financial Brokerage, with whom he trained initially in the Isle of Man. Jonathan was a founding member of the Spectrum IFA Group and, as well as working as an Adviser in the Barcelona office, he is the Spanish Development Director, supporting and training consultants in our Spanish offices. Interests and involvements include groups such as the British Chamber of Commerce, British Consulate, Toastmasters International, Rugby Club Sitges, Sant Jordi Golf Society and The Business Lunch.
Paul Roberts
Financial Adviser
Paul is from the Forest of Dean in Gloucestershire and studied Business Economics at Cardiff University. He began his career with Chase Manhattan Investment Bank in London before emigrating to Barcelona following “Black Mondayâ€. He built up and sold a successful teaching and translation business in the 1990’s and continued his financial career working in the Private Banking Sector in Spain. He completed his Series 7 US Stock Exchange Licensing exams whilst working for Merrill Lynch. Paul was a client of the Spectrum IFA Group before joining us as an Adviser in 2000.
Richard Rose
Financial Adviser
As an independent adviser living and working in the Barcelona area, Richard provides you with the advantage of unbiased financial planning advice. He holds the International Financial Planning Certificate. In addition to helping Barcelona expatriates he has much experience and understanding in helping the yachting and super yacht community with their particular financial planning requirements. He advises these clients, not just on the Mediterranean, but also clients in the Caribbean and other locations.
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