Steve was very professional and very personable. He quickly understood our situation over a range of financial situations. He was able to reassure us about certain aspects, explain some possible pro cedures and suggested actions for different consideration. All was done in a very relaxed but efficient and expert manner. We heartily recommend Steve and Blevins Franks. Thank you, Steve, and congratulations to all concerned.
See more. Shortly after we moved to Mallorca we moved our investments to Blevins Franks from a UK based company. Since then we have received nothing but excellent advice and help. Throughout the years the st aff at the Palma area office have always been unfailing in their welcoming and warm approach and sometimes helping resolve matters in a manner way beyond their call of duty. In recent years we must single out Johanna Ellis and Alejandro Pozuelo Taylor Alex for so much help that we have received.
Help and advice provided by James Greene was excellent in relation to pension advice. I would recommend. I usually attend the seminars but could not make this year. Instead, they offered a complimentary hour with Mike Marsden. He was excellent, his advice exactly to the point and I would thoroughly recom mend using Blevins Franks for financial advice if you need it. Blevins Franks International tax and wealth management advice Blevins Franks is a leading financial advisory group to UK nationals moving to and living in Europe.
Our goal is to give our clients peace of mind regarding their long-term fi nancial security, and reassurance that their estate planning is structured to deliver their wishes for family and heirs. Our highly experienced advisers have a deep understanding of the local tax regimes and the financial planning needs of expatriates living in the countries we operate in.
Our service and advice are highly personalised and based upon your circumstances, family situation, needs, objectives, future plans and risk tolerance. We can help you make the most of your wealth in the most tax-efficient way, by providing integrated advice covering: Tax planning — minimising tax on income, capital gains, pensions, wealth and inheritances.
