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Advisers / Dan Judah-Crombie
TELEPHONE

call +33 (05) 33 09 03 33

OFFICE

place Villenave d'Ornon (Bordeaux)

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Dan Judah-Crombie

Private Client Manager

Dan has been with Blevins Franks since 2004, having moved to Bordeaux with his French wife in 2003. They were lucky enough to start a family in France and are fully invested in life here.

Dan is a fluent French speaker and holds a Diploma for Financial Advisers (DipFA) from the London Institute of Banking and Finance (LIFB), as well as a Certificate in Financial Planning from the Chartered Insurance Institute (CII). He is also an honours graduate of Lancaster University in Religious Studies.

As a Private Client Manager, Dan assists the Partners in France by undertaking regular portfolio and tax planning strategy reviews for clients throughout the local area. He is supported in providing holistic tax and wealth management advice by our tax, investments and pensions specialists in Malta and London. Based in the Bordeaux and Bergerac offices, he predominantly works with Blevins Franks’ clients in the South-West of France.

Office/s:  Villenave d’Ornon

Other Advisers in the Area
David Hardy
Villenave d'Ornon (Bordeaux) • South West France
Telephone

call +33 (05) 33 09 03 33

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Blevins Franks has been providing specialist financial advice to British expatriates across Europe for 50 years. Our expertise covers tax, estate planning, pensions and investment management to offer a genuinely holistic approach to financial planning.
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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. BFFM, BFWML 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 and BFFM for respective use in the EU and UK.

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