Blevins Franks Reviews 339

Ricardo Pereira has been nothing short of brilliant, not only has he helped me navigate three countries. he has also directed me through the quagmire of Portuguese tax and resident bureaucracy, making the whole experience completely manageable.
His diligence and availability, alleviates the stress and drives a clear route of managing my financial affairs.

I was introduced to James Stirling at the Marbella office through a mutual acquaintance.

We are in the very early stages of our professional relationship but so far, I have been incredibly impressed by James’s response rate and proactivity.

We had a very engaging Zoom meeting, that put me at ease and during this, James demonstrated his knowledge very well.

I’m looking forward to working with James to help me with my future plans.

A great start, thank you. I’m very familiar with NPS (Net Promoter Score). I’d rate 10.

When l returned from residence in France l continued my investment portfolio with Blevins Francs. I was then asked to reassess my finances as related to my now living in the U.K. All was discussed clearly and professionally giving me confidence for the future.

That was over two years ago, my investment manager is moving up the ladder and l would like to thank him and his team for their support and friendliness towards me. I’m now Looking forward to a long and continued relationship with Blevins Francs.

My contact at Blevins Franks was very helpful and knowledgeable. He used the personal financial information I provided him with to do research on my behalf and provided me with a comprehensive analysis of what my tax liability would be if I decided to retire in Portugal or Spain and strategies for managing my savings to lower my tax burden and maximize my capital gains. He was also generous with his time. We had four online video chats, some of which lasted up to an hour. Particularly noteworthy is that I was not charged anything for all this work. It was done on the possibility that I would invest my money with them, which I am planning to do.

Invaluable, measured information and advice, delivered in a manner that is as much reassuring as it is cautionary. When I discovered that my finances had gone somewhat off the rails due to unforeseen financial tie-ups between the UK and France, a ‘sticks first, then a few carrots later’ communication style was not what I wanted (or needed).
As UK citizen resident in France, I found myself in the post-Brexit black hole when attempting to get financial advice. Obtaining the range of expertise available at Blevins Franks was a godsend, and the information I received from Thomas (Marron) timely and reactive. When I needed follow-up details, Thomas was able to give advice and provide answers within 24 to 48 hours. You cannot ask for more than that when you feel that the ‘chips are down.’ Thank you!
I have no hesitation in recommending Thomas Marron – and Blevins Franks – for resolving the thorny issues of Franco-UK financing and financial planning.
John Bayne, Aleu, France

Invaluable, measured information and advice, delivered in a manner that is as much reassuring as it is cautionary. When I discovered that my finances had gone somewhat off the rails due to unforeseen financial tie-ups between the UK and France, a ‘sticks first, then a few carrots later’ communication style was not what I wanted (or needed).
As UK citizen resident in France, I found myself in the post-Brexit black hole when attempting to get financial advice. Obtaining the range of expertise available at Blevins Franks was a godsend, and the information I received from Thomas (Marron) timely and reactive. When I needed follow-up details, Thomas was able to give advice and provide answers within 24 to 48 hours. You cannot ask for more than that when you feel that the ‘chips are down.’ Thank you!
I have no hesitation in recommending Thomas Marron – and Blevins Franks – for resolving the thorny issues of Franco-UK financing and financial planning.
John Bayne, Aleu, France

I have been a client of Blevins Franks for several years. I have always found them very helpful and understanding. My client Manager, Ben Ryecroft, based in the Nerja office, answers all my questions and concerns and I am grateful for any advice he gives me. I can highly recommend them.

We have been with Blevins Franks for many years now, and can highly recommend their wealth management services to manage our trust fund portfolio.
Alfonso has always provided a quality service, and is polite, professional and easy to contact, and understands his clients needs. I
highly recommended Blevins Franks.

A great company and feel safe having my investments lodged with them.

Alfonso is very approachable, friendly and knowledgeable.

Blevins Franks Wealth Management Marbella have been looking after investments for me for several years and I greatly appreciate the helpful and knowledgeable advice I receive from Alfonso Sanz Lucia with regard to my investments and all financial and tax matters here in Spain. Alfonso is always easy to contact and explains matters very clearly which gives me peace of mind.

I have been a client of Blevins Franks for many years. I have always found them very straightforward to deal with. I have just had my latest review with Alfonso, who not only speaks excellent English, but also is very clear with his advice and recommendations. He also is genuinely interested in my circumstances and takes time to listen to what my aims and objectives are. I highly recommend Blevins Franks.

We met with Ben Ryecroft from Blevins Franks Marbella office for him to conduct an annual review of our investments. In addition to this he passed on some useful information relating to tax issues.
Ben is professional, knowledgeable and a very good communicator. We would not hesitate to recommend him.

I’ve been with Blevins Franks since 2020, and what they’ve given me is something I truly value: peace of mind. My finances are well cared for, everything’s ticking along smoothly, and I no longer feel the need to constantly check or worry. There’s comfort in knowing that things are being handled professionally, without pressure or confusion.
It’s allowed me to focus on the more joyful parts of life, knowing my future is in steady, trustworthy hands.

We have been clients with Blevins Franks for many years, during which time we have appreciated their honest advise, efficiency in handling transactions and their ability to make it tailor made to our circumstances. We never felt like a statistic but as appreciated clients, their approach was always professional but personal too. A big thank you to Catrina and Dave for their recent help in allowing us to achieve our goals.

Both Janice Munro (private client manager) and Roxzanna Bartolo (in Malta) I find to be most helpful, efficient and great communicators. Both first class at what they do.

Spoke with Adrian Hook based in Loule yesterday. Very helpful conversation which clarified quite a few issues. Very pleasant and knowledgeable chap

I met with James Stirling from Blevins Franks Marbella to discuss savings and investments in Spain. James was incredibly helpful, knowledgeable and able to communicate everything in an extremely clear way, which for me was a breath of fresh air. I wouldn’t hesitate to recommend James.

Professional from the start, great welcome escorted to the meeting room and offered Tea or Coffee. Mr Cairns was a pleasure to talk to and explained everything clearly with clarity. Just disappointed with the outcome regarding the profit ratio to the funds that I would have been invested in the company. Especially that I have now spoken to 2 other wealth companies and the margin of difference is quite astounding. This is the reason why I only rated them 3/5 stars. SN

We have found Blevins Franks advisors give clear, precise advice even in challenging times.