The Spectrum IFA Group specialises in financial planning for English speaking expatriates in France and across Europe, providing guidance on tax efficient investments, pensions, wills, estate planning, mortgages and currency transfers. Brexit related planning opportunities are of course relevant currently.
With eleven offices and 50 advisers (including 20 in France) we have been building long term client relationships since 2003.
We are authorised in France for both financial planning and investment advice, following a disciplined process for understanding our clients’ priorities, delivering fully personalised financial solutions and providing ongoing service to ensure that our original recommendations are always aligned with, or where appropriate adapted to, changes in client circumstances.
Our client charter, presented to all clients at or before introductory meetings, gives more detail on how we operate.
with care you prosper
TSG Insurance Services S.A.R.L. Siège Social: 34 Bd des Italiens, 75009 Paris « Société de Courtage d’assurances » R.C.S. Paris B 447 609 108 (2003B04384) Numéro d’immatriculation 07 025 332 -www.orias.fr
« Conseiller en investissements financiers, référencé sous le numéro E002440 par ANACOFI-CIF, association agréée par l’Autorité des Marchés Financiers »