The financial Peace of Mind Journey – Choosing investment excellence

Financial Planning, Investment, Spain
14.07.26 on Bay Radio
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Over the last two weeks, Blevins Franks Financial Adviser, James Stirling, introduced us to the ‘Peace of Mind Journey’ concept. We covered the first two steps on the journey, creating a wealth plan and tax optimisation. Brett Hanson now takes over talking about the other three stages: investment excellence, family office, and lifelong in-country service.

Radio Bay Station

New Bay Radio episode discussing how investment excellence is a key step in our Peace of Mind Journey:

  • What is Blevins Franks’ philosophy when it comes to investing?
  • How does Investment Excellence help clients gain peace of mind?
  • Which trusted global partners does Blevins Franks work with?

 

 

Tax rates, scope and reliefs may change. Any statements concerning taxation are based upon our understanding of current taxation laws and practices which are subject to change. Tax information has been summarised; individuals should seek personalised advice.

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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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