Phone: +34 688 988 686
Where to find us:
Calle Arquitecto Francisco Casas 14, Local 14a, Bendinat, Calvia
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Financial planning is the process by which individuals and companies accumulate or protect wealth for a future purpose. A professional financial adviser should seek first to fully understand your current situation, plans and aspirations for the future.
Once understood, your adviser will use all of their skills and know ledge to analyse this information and provide you with a realistic plan to achieve these goals.
In consultation with you and your family or business partners, your adviser will then hone the recommendations until all of your requirements are fulfilled.
Any administrative formalities will then be dealt with for you. It is vital to ensure that from the outset all ‘what if’ questions are discussed and solutions considered…
Providing regular reviews of your plan and circumstances is an additional key element of your financial adviser’s role.
As an Independent Financial Advisory firm, The Spectrum IFA Group is not tied to any financial institution. This enables Spectrum to recommend solutions from a wide range of products appropriate to your fiscal situation with complete impartiality
All Spectrum advisers are expatriates too and therefore understand how it feels to move to, set up home and work in a new country. We can all empathise with the day to day difficulties you may face.
The Spectrum IFA Group’s origins in financial services date back more than 25 years and our highly qualified and experienced team of advisers have a thorough understanding of the social, legislative and business environment impacting upon their clients’ lives. This allows us to deliver individual solutions with an international perspective.
The Spectrum philosophy is to be authorised and regulated in every jurisdiction in which we operate; this means that you can be confident that the advice you receive has passed a rigorous internal review and is supported by legal and consumer protection.
Your Spectrum adviser is a consistent point of contact, familiar with your circumstances, who can handle your queries and ongoing servicing needs. Quite simply we pride ourselves in caring about our clients’ futures and on guiding them through the complex financial services market with clarity, professionalism and an in-depth knowledge of factors that affect them every day. We create solutions from our extensive knowledge of a broad range of insurance, savings and investment products, as well as mortgages and banking facilities tailored to match your personal objectives.