Financial Adviser | Dordogne | Spectrum IFA Group Claimed


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Spectrum IFA Group – Financial Advice in the Dordogne

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 Spectrum believe working with experienced, qualified, cross border advisers who are themselves expatriates, and therefore facing similar challenges, is really important.

Spectrum believe clients should not leave their finances entirely in the hands of a third party, a banker, an investment manager or an adviser.  They want their clients to stay involved to ensure they continue to prosper. By putting an emphasis on continued advice and support with some clients having worked with their adviser for more than 15 years. Spectrum’s commitment to long term business relationships allows them to provide advice and reassurance during the inevitable changes in tax rules, movements in exchange rates and markets.

If you live in the Dordogne and would like further information about the financial services offered or to book an appointment with a financial adviser please contact Spectrum using the contact information on this page.