EUROPE’S leading finance seminar is coming to Spain for the first time in 2017. Visiting four popular venues on the Costa Blanca in November (see full details below), attendance is free, but booking early is recommended due to limited availability.
The tour offers an essential opportunity for British expats to hear from four trusted ‘household-name’ institutions who directly look after the finances of over 40 million people.
Cut out the middle man, and ask those vital questions direct to the big UK institutions who have designed savings, investment and pension solutions specifically for British expats here in Spain.
There will be four short presentations from The Prudential, Old Mutual, Rathbones PLC and Momentum Pensions, followed by an open Questions and Answers session.
Afterwards there will be a buffet and drinks, offering you the chance to speak directly with the presenters and local experts.
Attendance is essential for anyone seeking financial advice on investments, pension transfers, tax, succession planning, along with generic legal and tax advice relevant to your life in Spain.
For those with existing investments, including QROPS and Spanish bonds, you can discover how crucial changes to your underlying investments can strip away fees by as much as 75% and vastly improve returns.
Tuesday, November 7: La Zenia Hotel, Orihuela Costa – 11:30 start
Wednesday, November 8: Viva Espana, Oliva – 11:30 start
Thursday, November 9: AR Diamante Hotel, Calpe – 11:00 start
Thursday, November 9, Carrasco – Javea – 4:00 pm start
• You can register online for these FREE events or by sending an email with your full contact details to: firstname.lastname@example.org, or calling 693 107 044 for more information.
Meet the experts…
George Forsyth – The Prudential
George has worked for The Prudential for 17 years, the last 14 of which have been for their international division, Prudential International, which offers financial solutions for millions of Prudential customers in Europe. Customer service is very important to George as it is with Prudential and they aim to supply the quality of service expected from a name such as Prudential. Prudential International, as part of the Prudential Group are a strong and financially secure organisation with a well-respected name. The Prudential Group has been helping people plan for their future for over 168 years. A FTSE 100 company with over 24 million customers Worldwide and over £500 billion in funds under management. Its size and experience puts it in a strong position to invest customers’ money wisely for the medium to long term, with solutions designed specifically for British people living in Spain.
Chris Wanless – Associate Director, Rathbones Brothers PLC, London
Chris has worked in Financial Services for over a decade, starting his career at Jupiter Asset Management, where he worked across London & South East and South West regions, before joining Rathbones in 2014. Rathbone Brothers Plc, through its subsidiaries, is a leading provider of high-quality, personalised investment and wealth management services for private clients, charities and trustees. This includes discretionary investment management, unit trusts, banking and loan services, financial planning, unitised portfolio services and UK trust, legal, estate and tax advice. Rathbone Brothers Plc are a FTSE 250 company listed on The London Stock Exchange, employ over 1,100 staff in 16 locations across the UK and Jersey and have total funds under management of £34.2 billion.
Ignacio Pellicer – Dual qualified Spanish/UK tax and legal expert
One of Spain’s leading international law and accountancy firms, Pellicer & Heredia have helped thousands of expats with all aspects of their legal and financial life in Spain. Founding Partner, Ignacio Pellicer, will be on hand to answer all your questions on tax, including tax on pensions, inheritance and wealth tax. He will also discuss the differences between the taxation of non-compliant investments, like ISAs, Premium Bonds and UK based share and fund platforms, compared to investments designed specifically for Spanish residents.
Phil Risbridger – London and Colonial
Phil joined London & Colonial from Scottish Widows where he spent 8 years specialising in Corporate Wealth and Pensions.
With a career in financial services spanning some 26 years, and having worked for the likes of Friends Provident, Scottish Mutual, and Aviva, Phil brings with him a wealth of experience to The Finance Tour.
After a short presentation Phil will answer your questions on pension freedoms and how to safely navigate the World of pension transfers for those considering moving their frozen UK private and company pensions.
Sam Kelly – Chorus Financial
Sam is respected as one of Europe’s leading investment advisors and financial planners. Chorus have a unique approach to financial advice here in Spain, focussing on educating the public on how to approach the process armed with knowledge, to ensure a safe and successful journey. Sam is well known throughout Spain for his regular articles, radio interviews and seminars, where he unravels the mysteries of finance and investments, whilst encouraging prudence and transparency. Sam will focus on what questions you should ask a financial advisor during the advice process to ensure you are receiving good, appropriate advice, which will match your long term aims and goals.