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

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

call + 33 (0)4 93 00 17 80

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

Janice Fox
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

Chris Parish
Private Client Manager
Bergerac • South West France

call +33 (0)5 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

David Lamont
Private Client Manager
Cesson-Sévigné • North West France

call +33 (0)6 19 34 72 18

Spain
David Bowern
Partner
Estepona • San Pedro, Estepona, Cádiz, Huelva, Ayamonte

call +34 952 809 212

John McCann
Senior Partner
La Cala de Mijas • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 198 029

Christopher McCann
Senior 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

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
La Cala de Mijas • Nerja, Málaga, Mijas, Marbella, Nueva Andalucía

call +34 952 198 029

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

call +34 952 198 029

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

call +34 952 198 029

Jon Pemberton
Partner
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 +34 965 705 502

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

call +34 965 705 502

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

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

call +34 952 198 029

Portugal
Gavin Scott
Senior Partner
Loulé • Algarve and Southern Portugal

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

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

Lou Cunningham
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
Senior Partner
Monaco • Monaco

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

Steve Carruthers
Consultant
London • United Kingdom

call +44 (0)20 7389 8133

Janice Munro
Private Client Manager
London • United Kingdom

call +44 (0)20 7389 8133

Brian Terry
Private Client Manager
London • United Kingdom

call +44 (0)20 7389 8133

Jason Blythe
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

James Greene
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