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Investments and Wealth

You keep your house safe, but are you safeguarding your investments and wealth?

In today’s economic climate, wealth preservation has become extremely difficult to achieve without the help of good advice. There are a number of major threats to the preservation of your wealth.

At Blevins Franks, we provide vital specialist advice to protect your wealth from the various threats to your long-term financial security. Our personal, local service ensures that our solutions are tailor-made to meet your specific requirements and objectives.

Blevins Franks can advise you on:-

  • Tax planning
  • Immovable Property Tax
  • Transferring property on death
  • Inheritance planning
  • Investment management
  • Asset protection
  • Pensions planning

Blevins Franks Financial Management Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA) for the conduct of investment and pensions business. All our Partners and Private Client Managers are fully qualified to the high standards demanded by the Financial Conduct Authority.

Our aim is to give you the peace of mind that comes from the certain knowledge that your financial affairs are in order, so that you can enjoy your life here in Pegeia.

We would be delighted to explore how we could help you. As a member of Pegeia Community Services, Blevins Franks will provide you with a free consultation with one of our local Partners with no commitment or obligation.

Contact our office and quote Pegeia Community Services to arrange your appointment.

 

 

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We want people to be able to easily access and understand the information we provide, so if you need further help to access information on this website or key documents in a different format or setting, please contact us via your Blevins Franks adviser, by email via [email protected] or by phone on +44 (0)20 7389 8133.

 

Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. Blevins Franks France SASU (BFF), is registered with ORIAS, registered number 07 027 475 to provide advice in France and other EU countries in line with its [IDD] passporting permissions, and authorised as ‘Conseil en Investissements Financiers’ and ‘Courtiers d’Assurance’ Category B (register can be consulted on  www.orias.fr). Member of ANACOFI-CIF. BFF’s registered office: 1 rue Pablo Neruda, 33140 Villenave d’Ornon – RCS BX 498 800 465 APE 6622Z. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier and L512-6 and 512-7 du Code des Assurances (assureur MMA). BFFM, BFWML, BFF and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML, BFF and BFFM for respective use in the EU and UK.

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