Investments

Investment Management

Blevins Franks has decades of experience providing personalised investment advice to expatriates living in Spain, France, Portugal, Cyprus and Malta. We also support British residents and clients who have returned to the UK after living abroad.

A Personalised Approach

We start by taking an objective assessment of your risk profile to develop an investment strategy that suits your personal situation and objectives. We gain an understanding of your unique requirements by finding the answers to key questions like:

• How much income do you need?
• How long will you need your income to last?
• What’s your attitude to risk?
• How long do you want to invest for?
• What do you want to leave behind as your legacy?

We then choose the right blend of investment assets and managers to create a well-diversified portfolio that matches your needs and profile.

We offer both advisory and discretionary services, so you can choose what level of involvement you have in managing your investment portfolio.

A Diversified Approach

A good portfolio minimises risk by diversifying by asset type, region and market sector to limit exposure in any one area.

At Blevins Franks, we take diversification further by using a ‘multi-manager’ approach to spread your investments across several carefully-selected fund managers. As a large, long-established business, we’re able to access some of the world’s best investment managers that aren’t generally available to other investors.

A Holistic Approach

At Blevins Franks, the advice we provide doesn’t consider your savings and investments in isolation. We look at your finances as a whole, including taxation, estate planning and your pensions, considering options and implications for your country of residence as well as the UK.

Once you’re a client, we’ll regularly review your wealth planning arrangements and investments to ensure they keep up with your personal objectives and aims.

Responsible Investing

Blevins Franks is committed to sustainable and responsible investing. This means we factor in environmental, social and governance (ESG) considerations when assessing suitability of investments for our clients.

Our other services

Alongside investment management, we provide a range of services to offer a genuinely holistic approach to financial planning:

Tax planning – minimising the tax you pay on income, gains, pensions, wealth and inheritances

Estate planning – organising your affairs so that your legacy can be passed to your chosen heirs as tax-efficiently as possible, in both the UK and your resident country

Pensions – protecting your pension funds by exploring all the options, including QROPS, and considering tax implications locally as well as in the UK

Trusts – advising on and administering trustee and corporate structures, where they suit your financial objectives