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Planificador financiero

Blevins Franks Wealth Management Ltd

★4,619 opiniones Jardines del Sol, Avenida de los Fueros, 1, 03730 Xabia, Alicante

Nuestra opinión sobre Blevins Franks Wealth Management Ltd

La empresa Blevins Franks Wealth Management Ltd ofrece asesoramiento financiero especializado a expatriados británicos en Europa, con una amplia gama de servicios que incluyen planificación fiscal, gestión de patrimonio, pensiones y gestión de inversiones. La empresa cuenta con asesores financieros que viven y trabajan en varios países, incluyendo España, Francia, Portugal, Chipre, Malta, Mónaco y el Reino Unido.

Los clientes de la empresa han expresado una gran satisfacción con los servicios recibidos, destacando la profesionalidad y el conocimiento de los asesores, así como la calidad de la asesoría y el apoyo proporcionado. Muchos clientes han mencionado que se sienten seguros y confiados en la gestión de sus finanzas gracias a la ayuda de Blevins Franks.

En particular, se ha destacado la excelente atención al cliente, la capacidad de respuesta y la disponibilidad de los asesores para atender a las necesidades de los clientes. Algunos clientes han mencionado que han recibido asesoría y apoyo en momentos difíciles, como la pérdida de un ser querido o la planificación de la jubilación.

La empresa también ha demostrado ser proactiva en la resolución de problemas y quejas, ya que se ha mostrado dispuesta a escuchar y abordar las preocupaciones de los clientes de manera oportuna y profesional.

En general, la empresa Blevins Franks Wealth Management Ltd parece ser una opción confiable y profesional para los expatriados británicos que buscan asesoramiento financiero en Europa.

Sobre Blevins Franks Wealth Management Ltd

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Opiniones de Blevins Franks Wealth Management Ltd

4,6 19 opiniones
5 ★17
4 ★0
3 ★0
2 ★0
1 ★2
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David Merritt

We have been with Blevins Franks since 2019 and have received sound advice and peace of mind in what have been turbulent times

Respuesta de Blevins Franks Wealth Management LtdThank you for taking the time to share your feedback. We appreciate your continued trust and remain committed to providing reliable advice and peace of mind in the years ahead.
Patricia McAuley

After having the same financial advisor for many years in the U.K. we were apprehensive about having to change to another. We tried several others but immediately we met Brett we knew Blevinsfranks would be the company to use. His professionalism and knowledge together with his very welcoming attitude put us at ease immediately. Peter deals with the day to day dealings of our account and he is always a pleasure to deal with. He, too, is very knowledgeable and is always ready to answer questions clearly and patiently. A very big bonus as far as we are concerned is that if he is nor available he contacts us as soon as possible. Peter also helped us with other queries relating to out recent move including a very good Mexican restaurant

Respuesta de Blevins Franks Wealth Management LtdThank you for taking the time to share your experience. We are delighted to hear that your transition to Blevins Franks has been so positive. It is always a pleasure to assist our clients as they navigate new chapters. We look forward to continuing to support you in the years to come.
Rod McIntosh

My wife, Anita and I first met Brett several years ago, and were very impressed with his professionalism, knowledge, engaging style, and his sound advice. We now have Peter looking after us, which he has done very well, following on seamlessly from Brett's friendly approach. We have been extremely impressed by both these consultants and are very happy to continue our relationship with your company, cheers, Anita and Rod McIntosh

Respuesta de Blevins Franks Wealth Management LtdThank you for taking the time to share your experience. We are pleased to hear Brett and Peter have provided you with a consistently high level of care, professionalism, and trusted advice over the years. We look forward to supporting you for many more years ahead.
Andrew Lowdon

Moving my personal finances from the UK to Spain was more daunting than moving myself and wife. I researched and interviewed 5 different advisors before settling with Belvins Franks. The service I have received has been a genuine 5 stars. Service included meetings, advice, and support from the outset, and repeated across different offices and people as the transfer process progressed.

Respuesta de Blevins Franks Wealth Management LtdThank you for choosing Blevins Franks as your trusted adviser; we are delighted to hear that our service met your expectations. We understand that moving to Spain can be complex and are pleased our support helped make the process smoother for you. We remain committed to providing the highest standards of service throughout your financial journey in Spain.
James Sadler

We have found both Brett and Peter at Blevins Franks extremely responsive and professional in their approach. Moving from the U.K. to Spain required detailed financial advice and we didn't know what we didn't know! Brett guided us through the transition and Peter has been providing proactive ongoing financial management. Our thanks to them both.

Respuesta de Blevins Franks Wealth Management LtdThank you for taking the time to share your experience. We are pleased to hear that Brett and Peter's professionalism have guided you through this important transition. We look forward to continuing to support your financial journey in Spain.

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Blevins Franks Wealth Management Ltd

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