Blevins Franks
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Blevins Franks International tax and wealth management advice Blevins Franks is a leading financial advisory group to UK nationals moving to and living in Europe. Dating back to 1975, today we have long-established offices in the UK, Spain, France, Portugal, Cyprus and Malta.
Our goal is to give our clients peace of mind regarding their long-term financial security, and reassurance that their estate planning is structured to deliver their wishes for family and heirs. Our highly experienced advisers have a deep understanding of the local tax regimes and the financial planning needs of expatriates living in the countries we operate in.
Our service and advice are highly personalised and based upon your circumstances, family situation, needs, objectives, future plans and risk tolerance. We can help you make the most of your wealth in the most tax-efficient way, by providing integrated advice covering:
Tax planning – minimising tax on income, capital gains, pensions, wealth and inheritances. Investments – protecting your wealth through an investment strategy designed to suit your circumstances and goals. Estate planning – ensuring your assets go to the right hands at the right time, with as little tax as possible. Pensions – exploring your options for your UK pension funds, including the tax implications in each country, to provide long-term financial security.
Reviews 117
Mr Ian Larden
Feb 24,2025We have used Blevins Franks since 2018. After our first meeting with Tom Marron, who helped enormously with the initial set-up, we have been helped first by Henry Oppong and latterly by Aaron Loftus, both of whom have provided us with the advice and guidance necessary to continue our investments profitably.
Heloise Laurie
Feb 24,2025Very good experience. Cathal Rochford generously gave well researched advice, and answered our questions and was most helpful. What is not easy is to return this reviews. Hope it gets to you this time.
Raymond Bernstein
Feb 24,2025My wife and I started to organise our retirement to France in 2021/22 and I was recommended to speak with Blevins Franks to look after our financial issues with a move to France. I was introduced to Thomas Marron and he helped us enormously with our choices of what to do with our savings, pension and our future financial requirements. He always made himself available and helped us make the various choices. To date they have been very successful. The person looking after us know now is Aaran Loftus and this too has been a great success. Having regular updates with him either online, phone or in person at our house is very reassuring. I cannot thank them both enough for the help they have given us so far and i have no doubt this will continue in the future. If anyone is looking for advice on their financial planning for a move from UK to France I would have no hesitation in recommending Blevins Franks to assist in all area areas of financial planning.
Malcolm Jones
Feb 22,2025Since leaving the UK 6 years ago I have entrusted the management of our investments to Blevins Franks under the watchful eyes of Tom Marron and more recently Aaran Loftus. Having previously provided a wealth management service to clients in the UK prior to my retirement, I have been delighted to receive the same level of attention and personal service which was fundamental to my own work ethic. I strongly recommend Blevins Franks to assist in all area areas of financial planning.
Christopher Ayling
Feb 22,2025I've been a client with Blevins Franks since 2005 and have always found them very helpful and supportive. I was a councillor for my village Tourbes in the Hérault and was a founder member of the Tourbes O Jazz Festival in 2012. Two weeks ago I held a Teams meeting with Aaran Loftus and Rebecca Fleck to discuss a possible donation from Blevins Franks for the festival. I'm pleased to report that the meeting went very well and they will be supporting the festival this year. Both Rebecca and Aaran listened very attentively to my narration of the history of the festival. As you can imagine, I and the festival committee are delighted. Thank you Blevins Franks!!! Christopher Ayling
Gudrun Kyjak-Lane
Feb 19,2025We have been with Blevin Franks for over three years and are impressed with their performance integrity and customer relations. In particular Mr James Griffiths. His sound advice care and professionalism has been invaluable to us.
mjb
Feb 14,2025Had a first contact zoom meeting with Dave Lamont today. It turns out we can't commit to BF's minimum investment threshold at the moment. However, even so, Dave was very happy to answer our questions for an hour and gave us some good advice! Many thanks!
Lucibelle3
Feb 12,2025My husband and I have been clients of Blevins Franks for many years and have always received good service and sound advice. Personnel very professional. This has become more important to me since my husband passed away 18 months ago. Alfonso has been brilliant, explaining everything thoroughly and clearly. My husband mainly dealt with Blevins, but now I have to manage my own affairs and I could not do this without Blevins and particularly Alfonso, who has infinite patience!
Raymond Digance
Feb 07,2025When my wife and I retired to France in 2008 we were looking for a company to invest our money for us.Luckily we found Blevins Franks.We dealt with the Angouleme office,Nick Pascoe, initially, he set out and explained everything to us in terms we understood. In 2022, we returned to the UK( unfortunately) for family reasons.We stayed with BF and Janice Munroe,UK rep. now looks after our investment. The change - over went without a problem. Would recommend BF to anyone looking for an investment company Regards Raymond Digance
Moss
Feb 06,2025I have been advised by BF since moving to Spain in 2009 and always found their advice to be sound and reliably taylored to my needs as they have changed and developed over the intervening years. My assests and income are very modest compared to many of BF's clients, I am sure, but I never have felt that I receive any less attention as a result, even though the death of my first wife and my subsequent re-marriage has caused complications requiring no small amount of imput from the team in Jávea. I would recommend BF to any ex-pat requiring financial advice in Spain.
David
Feb 06,2025As a former career financial planner in the UK, it was important to me to source expert local advice after my move to France a few years ago. This process was initially challenging but I was delighted to connect with Tom Marron of the BF Beziers office who has been an excellent source of sensible and well-informed guidance ever since. The complexities of financial planning in an unfamiliar jurisdiction added to the further challenges arising from continuing interests in the UK mean professional advice is essential. Tom is generous with his time and expresses his excellent advice with clarity and integrity. Highly recommended.
Carole
Feb 01,2025The lady who deals with my account is a credit to her company, being thoughtful and helpful.
jb
Jan 31,2025We have found James Stirling of Blevins Franks to be a very helpful, friendly and professional. He responded promptly to our emails when we initially needed information and were seeking clarification on many issues. His replies have been always extensive and very useful. We have also had a number of meetings online with James and he has been very generous with his time, making sure that he has answered all our questions, offering alternative pathways and always ensuring that we understood the information provided. With his assistance, we have made a lot of progress in what is a complex area and continue to work with James as part of the process of planning a retirement in Spain.
Sally B
Jan 29,2025Stuart Stojkovic, from the Annecy office, has provided me with both professional and informative guidance. Stuart was very knowledgeable on the appropriate type of investment suitable for me as a British national living in France and it is always a pleasure to meet with him and Aaran to discuss any ongoing requirements.
Anna Wassell
Jan 26,2025Great service! Very friendly, honest and practical.
Jerome Fidelin
Jan 24,2025Thanks David for your recent help and guidance. Very helpfull and professional advice regarding my pension, especially on the way to follow in order to avoid double taxation between France and the UK.
sMs
Jan 24,2025I have had the good fortune of inheriting my mothers financial adviser, Matthew Krystman, from Portugal's Cascais office, who has guided us for over 20+ years, always providing genuine, grounded, good advice. As I now have my own portfolio, I feel completely confident that my investments are being well looked after, securing me the necessary funds for my lifestyle, now, and in the future. I have the pleasure of interacting with Ricardo Pereira on a day-to-day basis, who has shown to be very knowledgeable, proactive and truly committed to helping me with whatever is necessary. I consider the Blevins Franks Cascais team an added value in my life. Trustworthy; expert advice, and frankly, very kind people.
Michael Rowland
Jan 23,2025My wife and I have been with Blevins Franks for over two years and had a trouble free communications. Always been very happy with the service they have provided to us. Just recently had our review and Cara was definitely on board with our requirements. Extremely helpful and informative on what we wanted to achieve with our investments, we would strongly recommend Blevins Franks.
Goncalo Oliveira
Jan 23,2025Thanks Ricardo for your recent help and guidance. Very helpfull and professional advice regarding my pension.
28 St James's Square, St. James's, SW1Y 4JH, London, GB
https://www.blevinsfranks.com/
Mrs Susan Alba
Feb 25,2025We have been with Blevins Franks dealing specifically with Brett & Cara for several years. Knowledgeable, efficient, professional service. We are really happy with the advice & service given.