Alfonso Sanz Lucia

Private Client Manager

Originally from Zaragoza, Alfonso Sanz Lucia has spent the last 10 years of his financial services career in the UK with Schroders Personal Wealth and Santander Wealth Management & Insurance – Santander UK. He joined Blevins Franks as a highly qualified and experienced adviser.

Alfonso is a member of both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI). He has the Diploma in Regulated Financial Planning, and a Level 6 Diploma in Private Client Investment Advice & Management. He also carries a bachelor’s degree in Economics and a master’s degree in Banking and Asset Management.

He works closely with our Partner, David Bowern, and divides his time between our existing Estepona base at the Hotel Gran Elba and the Marbella office, covering the south coast from San Pedro to Ayamonte. He is focussed on building strong client relationships, providing wealth management advice and tax solutions to help his clients have greater peace of mind. He is further supported by the local team, as well as our in-house specialists in tax, pensions, trusts and investment research from our London and Malta offices.

Alfonso loves the sunshine, culture and diverse people of Marbella, believing that the area has a healthy mix of Spanish and foreign nationals. He feels that working for Blevins Franks is the perfect opportunity to combine his experience in the UK with his Spanish roots and knowledge of the local financial regulations, to deliver the best possible service to his clients. In his spare time he enjoys travelling, participating in his favourite sports and spending quality time with friends and family.

Office/s: Marbella

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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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