Our Clients

Have Capital accrued and are not impressed with bank deposit rates
Have a Private or Ex-Company pension in the UK
Are looking for financial security for their family
Do not believe that they can rely on the State or their Company Pension for a comfortable retirement.

Expatriate Specialist

Wide range of Insurance based solutions
Europe wide, giving access to knowledgeable locally based experience and understanding
Spectrum advisors follow a strict Code of Conduct
Important, please read our “Client Charter”

Full Service IFA

Maximise tax efficiency now and where possible for the future
Retirement Location Specific options are available
Partnered with professional and reliable tax advisers with extensive knowledge of the local environment

Our Services

Life Insurance

If you have a family the first question one should ask ...

Lump Sum / Capital Investments

In today’s uncertain financial climate it’s important to ask oneself “am ...

Having plenty of experience with clients looking to move their UK ...

Retirement Planning

Our clients' greatest concerns relate to retirement. They ask:

Optimise your retirement savings

Contact me now for a no-obligation free consultation to discuss any of the topics mentioned on the website.

Client Comments

“I have always found David to be a highly professional Financial Advisor, who along with being very knowledgeable ...
R. Geoffreys