Blevins Franks Reviews 319

I first started using Blevins Franks 7 years ago and their advice and subsequent help in arranging my pension affairs in Spain completely changed what I thought I would be able to do. I shall be forever grateful to them. The level of ongoing advice and service from Chris Ben and the team has been outstanding, I could not be happier.

Having embarked on our journey to relocate from the UK to southern Spain as part of our retirement plans, we were encouraged to contact the Marbella office of Blevins Franks some two years before our intended move. Looking back now, that was one of the best decisions we made.

From the outset, Chris and Ben were extremely approachable, knowledgeable and patient in helping us understand the many financial, tax and practical considerations involved in relocating to Spain. We decided to invest in a personalised financial and tax planning report tailored specifically to our own circumstances, and it proved invaluable throughout the entire process.

Over the following two years, Blevins Franks guided us step-by-step through what could otherwise have been a very daunting experience. Their advice covered everything from cross-border tax planning and investment considerations to pensions, estate planning and residency matters. Just as importantly, they introduced us to a trusted network of professionals who assisted us with visa applications, Spanish and UK wills, and other essential legal and administrative requirements.

What became very clear to us was that a successful move to Spain requires careful forward planning, and we are extremely pleased that we allowed ourselves sufficient time to put everything in place properly. Having now settled happily into our new home in Spain, we can look back and see that we have virtually completed all the key stages of the original plan developed with Blevins Franks.

There is no doubt that much of this would have been very difficult to navigate alone. The expertise, reassurance and ongoing support provided by Chris, Ben and the wider Blevins Franks team have been worth every penny of the fees involved.

We would have no hesitation whatsoever in recommending Blevins Franks to anyone considering a move to Spain or seeking professional guidance on cross-border financial and tax planning. Their experience and support gave us enormous peace of mind throughout the journey and helped turn what was once simply a retirement dream into a very happy reality.

"James Stirling was very helpful and easy to talk to. He didn't use jargon and I felt I understood a lot more about my options after our consultation"

We have been clients of Blevins Franks since moving to Spain in 2012.
We have received excellent service and advice throughout the ensuing years.
We have no hesitation in recommending Blevins Franks and their financial advisors, namely Paul Montague and Tyrone Peters.
R.W.Norden.

We attended the event at the "La Canela Restaurant" in Los Belones, and thoroughly enjoyed the lunch. We found the attention to detail, the service and the food to be first class. We also found the talks from Jon and the Team from Russell Investments to be very informative.

Blevins Franks Spain, Event @ Hotel Viñuela, Nerja, España. Russell Investments Presentation followed by canapes & drinks.

A fabulous, memorable event. The 2 Russell Investment speakers gave an excellent overview covering existing global market trends & market expectations - it gave such peace of mind & confidence moving forward.

The location, catering & social company will be an occasion that my wife and I, and guests, will live long in memory !

We had a pleasant and informative meeting with Matthew Krystman at their Cascais office to familiarise ourselves with the broad investment, and tax-advantageous, investment products available here in Portugal.
Matthew also kindly introduced us to both specific tax accountants and lawyers.
Matthew took time to understand our own financial circumstances and to explain the differences in Portugal, compared to U.K..
It was a valuable meeting and although Blevins Franks could not specifically help us in practice at this point, we shall remain in touch with Matthew in the event our circumstances change.

Solid financial advice for pension planning for expats. Good forecasting and very proactive. And what’s more, very qualified and nice people to deal with. I would recommend them highly.

My wife and I have been using the services of Blevins Franks for a number of years. We first made contact with them at an event in London. They provided clear and concise advice to aid our move to France. But what has been really helpful is the continuing support and guidance offered by Dan Judah-Crombie to ensure our investments and finances continue to meet our needs in a tax-efficient manner.

I'm retired with some financial profit ensuring my money is secured with profit is essential. I found finance confusing and at times difficult to comprehend.
However, the consultants at Blevins Frank's are clear and simple with explanations, open about risks, personable and professional, qualities that allowed me to make clearer decisions and trust in their financial judgement.

This was my first meeting with Tyrone.Like all the Blevins Franks team that I have met, he was relaxed and friendly. He was concise in his update of my investments and helpful with my future plans. I have several friends with other investment companies but always promote BF.

We are very happy with the way Blevins and Franks are looking after our investments and the help we have from our contact Ben Ryecroft. He always responds quickly when we need information.

Knowledgable and approachable Advisor, who gets things done, and inspires trust.

Our experience over nearly 6 years with Blevins has been first rate. In all that time, our interaction with the staff at the Javea office has been always been very good, knowledgeable, professional but personable. We first met the head Brett all those years ago and are very happy that he remains. We first sat with him for a comprehensive conversation regarding our risk profile. Together, with his advice, we arrived at a strategy that worked for us.

Our current financial advisor Cara is very welcoming, very profesional and always available. We receive quarterly reports of our personal investment portfolio. together with regular general market updates. Which is very relevant, given the turmoil over these years in the world, particularly at this time. We would always recommend Blevins.

I’ve been a client of Blevins Franks for the last few years having been recommended by a friend.
I moved from the UK and needed help to sort out my finances. Chris McCann guided me through the process advising the best route for me to take.
During this time on a day to day level, Ben Smedley who works with Chris has also been advising me and we’ve been working well together.
I’m extremely happy with their service. They’re efficient and always have a solution to my issue.
I trust Chris and Ben and have complete confidence in them. I’d recommend them to those in need of professional advice.

Tax and investment advice
We contacted Matthew in the process of selling our house in London and becoming recent residents in Portugal. He provided some very clear, knowledgeable advice in our intro call about how both the UK and Portuguese tax landscape works, what that means for our particular situations (based on current tax schemes and employment situations) and where we could go next. Definitely recommend a call if working out your situation and seeking investment advice

I and my late husband have been clients of Blevins Franks for more than twenty years.
We have always found them friendly,approachable and helpful.They choose the managed funds which most closely match our risk levels,
We have been looked after firstly by Paul Montague and now by Tyrone Peters. I feel totally confident that my money is in safe hands.If I have any queries, I can always contact Paul or Tyrone and thay will quickly respond.

We attended a seminar in Lagos from which we requested a meeting with a representative.
Adrian Hook visited us and we were extremely impressed with both the approach to establishing our current position and future objectives. The style and manner of the meeting was a very refreshing and positive experience. To be able to have an open discussion without pressure to”sign up” was so reassuring. We will certainly use Adrian and Blevin Franks for our financial planing requirements.

Since relocating to Fuerteventura, Canary Islands in 2007, I first met Paul Montague from the Tenerife office in 2010. Over the years, Paul has consistently provided honest advice to all my queries since moving from the UK, which I truly value. More recently, I spoke with Tyrone Peters, Private Client Manager for the Canary Islands, who works alongside Paul. My experience with BF has been fantastic—they are professional and efficient, and I am very satisfied with their service. I will continue recommending BF to my friends and family; their service is excellent