Advisers

Our financial advisers are regulated and professionally qualified to at least Level 4 as recognised by the UK’s Financial Conduct Authority (FCA).

Local teams live and work throughout Spain, France, Portugal, Cyprus, Malta, Monaco and the UK and have in-depth knowledge of the financial planning issues facing British expatriates in their region.

Filter by country
France
Stuart Stojkovic
Partner
Annecy • South and East France

call + 33 (0)4 93 00 17 80

Simon Eveleigh
Partner
Aix-en-Provence • South and East France

call + 33 (0)4 93 00 17 80

Thomas Marron
Partner
Béziers • South and East France

call + 33 (0)4 93 00 17 80

David Lamont
Private Client Manager
Béziers • South and East France

call +33 (0)4 11 91 95 69

Henry Oppong
Private Client Manager
Saint-Jean • South and East France

call +33 (0)7 57 17 70 89

James Griffiths
Private Client Manager
Valbonne • South and East France

call + 33 (0)4 93 00 17 80

Craig Davies
Private Client Manager
Valbonne • South and East France

call + 33 (0)4 93 00 17 80

Aaran Loftus
Private Client Manager
Annecy • South and East France

call + 33 (0)4 93 00 17 80

Rupert Holderness
General Manager BFF
Villenave d'Ornon • South West France

call +33 (0)5 33 09 03 33

David Hardy
Partner
Villenave d'Ornon • South West France

call +33 (05) 33 09 03 33

Joshua Mortimore
Associate Private Client Manager
Villenave d'Ornon • South West France

call +33 (05) 33 09 03 33

Dan Judah-Crombie
Private Client Manager
Villenave d'Ornon • South West France

call +33 (05) 33 09 03 33

George Shepherd
Partner
Bergerac • South West France

call +33 (0)5 53 63 49 19

Peter Wakelin
Partner
Bergerac • South West France

call +33 (05) 53 63 49 19

Jonathon Curtis
Private Client Manager
Bergerac • South West France

call + 33 (0)5 53 63 49 19

Catrina Ogilvie
Private Client Manager
Niort • North West France

call +33 (0)5 49 75 07 24

Spain
Christopher McCann
Senior Partner
Marbella • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 588 998

David Bowern
Partner
Marbella • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 588 998

Paul Montague
Partner
La Cala de Mijas • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 198 029

Kelman Chambers
Partner
Nerja • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 522 660

Ben Smedley
Associate
Marbella • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 588 998

James Stirling
Associate
Marbella • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 588 998

Sarah Burke
Private Client Manager
La Cala de Mijas • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 198 029

Ben Ryecroft
Private Client Manager
Marbella • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 588 998

Matthew Higgins
Private Client Manager
Nerja • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 522 660

Alfonso Sanz Lucia
Private Client Manager
Marbella • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 588 998

Andy Buchanan
Regional Manager
La Cala de Mijas • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 198 029

Jon Pemberton
Partner
Benijófar • Alicante (South) to Almería

call +34 965 705 502

Liam Harvey
Private Client Manager
Benijófar • Alicante (South) to Almería

call +34 965 705 502

Brett Hanson
Senior Partner
Javea • Alicante (North), Costa Blanca and Costa Brava (North)

call +34 965 793 561

Cara Follows
Private Client Manager
Javea • Alicante (North), Costa Blanca and Costa Brava (North)

call +34 965 793 561

Peter Hodgkinson
Private Client Manager
Javea • Alicante (North), Costa Blanca and Costa Brava (North)

call +34 965 793 561

Cathal Rochford
Partner
Mallorca • Balearic Islands

call +34 971 719 181

Alejandro Pozuelo Taylor
Private Client Manager
Mallorca • Balearic Islands

call +34 971 719 181

Portugal
Gavin Scott
Regional Director

call +351 289 350 150

Adrian Hook
Partner
Loulé • Algarve and Southern Portugal

call +351 289 350 150

Daniel Henderson
Partner
Loulé • Algarve and Southern Portugal

call +351 289 350 150

Sharon Farrell
Partner
Loulé • Algarve and Southern Portugal

call +351 289 350 150

Christopher Moore
Partner
Loulé • Algarve and Southern Portugal

call +351 289 350 150

John Poulter
Private Client Manager
Loulé • Algarve and Southern Portugal

call +351 289 350 150

André Santos
Private Client Manager
Loulé • Algarve and Southern Portugal

call +351 289 350 150

Matthew Krystman
Partner
Cascais • Lisbon, Porto, Northern Portugal and Madeira

call +351 214 819 999

Stephen Rankine
Private Client Manager
Cascais • Lisbon, Porto, Northern Portugal and Madeira

call +351 214 819 999

Ricardo Pereira
Private Client Manager
Cascais • Lisbon, Porto, Northern Portugal and Madeira

call +351 214 819 999

Antonio Oliveira
Regional Manager
Cascais • Lisbon, Porto, Northern Portugal and Madeira

call +351 214 819 999

Cyprus
Nick Cairns
Partner
Paphos • Cyprus

call +357 26 023 100

Kyri Georgiou
Private Client Manager
Paphos • Cyprus

call +357 26 023 100

Malta
John Debono
Private Client Manager
Mriehel • Malta

call +356 2327 4000

Monaco
Rob Kay
Regional Director

call +377 97 77 55 74

Mike Marsden
Senior Partner
Monaco • Monaco

call +377 97 77 55 74

United Kingdom
Nicholas Pasco
Senior Partner
London • United Kingdom

call +44 (0)20 7389 8133

James Greene
Practice Manager UK
London • United Kingdom

call +44 (0)20 7389 8133

Janice Munro
Private Client Manager
London • United Kingdom

call +44 (0)20 7389 8133

Duncan Sandbrook
Private Client Manager
London • United Kingdom

call +44 (0)20 7389 8133

Debbie Lancaster
Private Client Manager
London • United Kingdom

call +44 (0)20 7389 8133

Henry Rutherford
Private Client Manager
London • United Kingdom

call +44 (0)20 7389 8133

Tom Sloane
Private Client Manager
London • United Kingdom

call +44 (0)20 7389 8133

Jolyon Grant-Dalton
Private Client Manager
London • United Kingdom

call +44 (0)20 7389 8133

Mark Leaney
Private Client Manager
London • United Kingdom

call +44 (0)20 7389 8133