Christopher and his family left the UK several years ago to oversee the establishment of the practice here in the Costa Blanca.  Chris and his team feel they have brought the best of British practices to Spain.

Chris spent nearly twenty years working in the financial services industry in the UK and decided that the relaxed lifestyle of Spain would be beneficial for his family and broaden their horizons beyond Britain.

Qualified to UK and international standards, all certification is available for public viewing at the offices in La Marina, near Santa Pola. Chris remains a member of the UK chartered insurance institute.

At all times, our advice is individually tailored to each client – each client is unique and very valuable to us. We also have the whole of the network of financial advisors – and experts in differing fields of planning to refer to when unusual concerns are raised. Being part of a world-wide network is vital for sharing of ideas and information between brokers. In this way, clients are sure of totally independent and unbiased financial advice

As for the future, Chris and his team are looking to add a number of financial advisers to the practice operating in the surrounding areas.

“In Spain we have the right balance between work and play”…..plenty of time for the beach after work.

Why Use Us?

  • Over 26 years experience
  • Part of a major world-wide network of advisors
  • Five Star advisory service, featuring ‘hands-on’ day to day advice
  • Personally tailored service as no two clients are the same
  • Independent from all financial institutions
  • Regulated advice

With over 26 years experience, we are part of a major world-wide network of advisers offering a Five Star advisory service, featuring ‘hands-on’ day to day advicePersonally tailored service as no two clients are the sameIndependent from all financial institutionsRegulated advice

If you would like honest tailored financial advice from a regulated company, give Chris and his colleagues a call on 966 790 600 between 09.30 and 13.30 Monday to Friday, or mobile 616 531 095.

Alternatively, click here to complete our online form.