About Me

I am a Partner with The Spectrum IFA Group, based in Madrid.

The Spectrum IFA Group offer Independent Financial Planning Advice for expats and we have regulated advisers in France, Holland, Luxembourg, Spain, Switzerland and Italy.

In Spain we are regulated by the DGS ( Dirección General de Seguros), further to that each our offices around Europe are regulated by the relevant authorities in each jurisdiction and not using the “passporting technique” favoured by others.

Prior to joining the Spectrum IFA Group I spent 6 years in Singapore with International Financial Services holding a licence and representative certificate from the Monetary Authority of Singapore (MAS).

I hold the following Capital Markets & Financial Advisory Services (CMFAS) qualifications:

CMFAS – 5 : Rules & Regulations

CMFAS – 8 : Collective Investment Schemes

CMFAS – 8A : Collective Investment Schemes. V2 – 2012

CMFAS – 9 : Life Insurance and Investment-linked Policies

CMFAS – 9A : Life Insurance and Investment Linked Policies. V2 – 2012

CMFAS – HI: Health Insurance

I am also an Associate Member (A.C.S.I) of the Chartered Institute for Securities & Investment (CISI)

Specialties

All aspects of personal and family Financial Planning :

Capital Investment / Tax Planning / Pension Transfers

Regular / disciplined savings to cater for retirement planning, eduction fee planning or for your own specific goals.

Protection Advice : Life Insurance, critical illness protection, disability cover & general health insurance.

To hear what my clients think see my endorsements on LinkedIN !!

One comment on “About Me

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