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Spectrum IFA Group - Switzerland Anmeldelser 1

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TrustScore 3.5 ud af 5

3,7

Økonomisk rådgiver
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Lokation

Skift lokation

Avenue d'Ouchy 14, 1006 Lausanne, Vaud, CH

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Virksomhedsoplysninger

  1. Økonomisk rådgiver
  2. Finansrådgiver

Skrevet af virksomheden

Specialist financial planning for expatriates across Europe. Comprehensive, personalised financial advice. Tax efficient investing – pensions and retirement planning – estate and succession planning – mortgages – currency transfers – life assurance. With 12 regional offices and 50 advisers operating in France, Spain, Portugal, Italy, Luxembourg, Malta and Switzerland, we have been building long term client relationships since our foundation in 2003. In today’s world of finance one thing is clear, we all have to pay attention to and take great care of our own finances. Spectrum advisers are here to help you, our clients, with the many complex financial and tax issues you are confronted with: retirement and pension planning including QROPS, Life Assurance, efficient investing (using Insurance wrappers), succession and inheritance tax planning, currency exchange and many more. As for most expatriates, these planning issues may exist in more than one country, and we believe working with experienced, qualified, cross border advisers who are themselves expatriates, and therefore facing similar challenges, is really important. At Spectrum we believe clients should not leave their finances entirely in the hands of a third party, a banker, an investment manager or an adviser. We want our clients to stay involved and work with us to ensure they continue to prosper. We put an emphasis on continued financial advice and support with some of our clients having worked with their adviser for more than 15 years. Our commitment to long term business relationships allows us to provide advice and reassurance during the inevitable changes in tax rules, movements in exchange rates and markets.

Kontaktoplysninger

  • Avenue d'Ouchy 14, 1006, Lausanne, Vaud, Schweiz

3,7

Middel

TrustScore 3.5 ud af 5

1 anmeldelse

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Sådan bruger denne virksomhed Trustpilot

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Bedømt til 5 ud af 5 stjerner

Audrey Flynn - Provider of Exemplary Financial Advice and Client Support

Company experiences and brands are driven by people, not the companies!

My 5-STAR experience of working with Spectrum is 100% based on the expertise and quality of service provided to me by Audrey Flynn.

I cannot speak highly enough about her. She is smart, responsive and knowledgeable about all things UK Pensions, and overall financial planning.

I ask a lot of questions. Audrey was able to answer most of them, and when she didn't have an answer she researched and provided a follow-up in a timely manner.

Audrey is patient and thorough, which I appreciated. Especially as while I decided which direction to go in, there were several months long periods when I did not engage with her. Nevertheless, she never made me feel less important to her, and I never felt pressurized to engage at a pace faster than I was comfortable.

I trust Audrey's expertise, judgement and counsel implicitly and she receives my unreserved recommendation.

29. juli 2025
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