Blevins Franks Reviews 320

I would highly recommend Chris McCann from Blevins Franks for matters relating to Spanish tax and residency. We had questions about both capital gains tax and residency. Chris was very knowledgeable about both and helped us enormously.

I see from looking at the Blevins Franks portal on this network that in excess of 100 people have given five-star ratings. Based on my very positive experiences of the organisation this is entirely what I would expect. In my view BF should be exempted from the five-star max system and satisfied clients such as me should be allowed to award many, many more stars.
In my experience, there are very few financial advice organisations anywhere that come anywhere near to the excellent levels of service Blevins Franks provides in investment, banking, tax advice, money management and financial administration. All of this expertise is tailored to the needs of individual clients and is provided in everyday, balanced, common sense language without any sense of the ivory tower mentality and jargon one so often encounters in the financial services field.
All in all not so much me strongly recommending that you instruct BF as me emphasising that you really cannot afford not to!!!

A friend recommended Blevins Franks to help me sort out my confusions about French and British tax demands. They were extraordinarily helpful. Joe Jewell gave me almost an hour's free consultation, was a model of clarity and good advice, and pointed out the next steps I should take. I am relieved, impressed and very grateful.

Blevins Franks has been a dependable choice for financial advice over the years. Their advisors are knowledgeable, approachable, and proactive, offering valuable insights and solutions in challenging situations, like inheritance tax planning. The team is responsive and consistently keeps clients informed, ensuring a smooth experience. Overall, a trustworthy company for financial guidance across borders.

Having everything explained well and keeping us informed. Having a meeting once a year to discuss investment strategy which is useful. Always being available when needed. Must mention Stephen Rankine who has looked after us so well and we wish him all the best in his new role within Blevins Franks.

We contacted Blevins Franks with regard to the effect of French Wealth Tax on our English property. David Lamont was not only knowledgeable and informative, but extremely generous with his time at our first meeting in spite of the fact that this one was free. We will have no hesitation in pursuing our enquiries with them and recommending them highly to others.

Communication with Joe was very helpful and informative and we look forward to working together in our future in France

Excellent experience - Cathal Rochford has been a huge help to us in assessing the financial pros & cons of becoming Mallorca tax residents & has been invaluable in helping us to find on the best way forward. Cathal is quick to respond, extremely knowledgeable & very professional - he is also a great communicator & our zoom consultations have been a pleasure. Thank you!

As always, a constructive, informative, personalised and affable interview. Queries sensibly answered, proposals well presented and always time for a general chat,

I was recommended to contact Blevins Franks in 2000 and have been a client for 25 years. It's one of the very best decisions I have ever taken. Peter Worthington and Johanna Ellis manned an office in central Palma. From the outset I knew that Blevins Franks operated with integrity, and on a professional footing. Their policy is sound advice, supported by expert teams and underscored by personable, informed and friendly meeting exchanges. My current private client manager, Alejandro Pozuelo Taylor is an asset to the Group, and I do not have the slightest hesitation in recommending Blevins Franks as a top flight financial investment company.

After reaching the ripe age of 55 and living in Spain I took the brave decision to transfer the funds from my Company pension to a private scheme (Investment Portfolio).
After researching and meeting with a number of different company's / representatives, I decided to use Blevins Franks with my investment...
Almost 5 years have since passed and I believe this to have been a brilliant decision.
Yes the investment has performed well & provided me with the income I required (Especially considering the Global impacts of Covid , War's etc).
What has made this process so good are the Team at Blevins Franks Javea office especially my advisor / client manager Cara Follows.
Cara makes things simple for me and provides me timely information / answers to my questions.
Blevins Franks provide me with incredible confidence having achieved 50 years in operation this year.
Their investment partners (In My Case Russell Investments) demonstrate market knowledge across all sectors and use many knowledgeable experts and company's to make the right decisions for clients.
Thank you
Richard P

I have invested with Blevins Franks since 2018 and I have always felt confident that I was in good hands.
My last portfolio manager was Stephen Rankine, who is now moving to Northern Portugal. He gave me solid advice - I never felt obliged to take it but it always made sense. I felt that I was treated individually and given advice according to my situation and what was in my best interest.
Even during the difficult covid years the Blevins Franks team gave us hope that there was light at the end of the tunnel.
It was also good to meet fellow investors at the generous events we were invited to.

I wish Stephen every success in his new area and look forward to meeting my next manager.

James Stirling went out of his way to provide the most professional and considerate financial service I have ever received. James is an exemplary gentleman and I couldn't ask for more.

Very unhelpful and unclear in their advice.

Steve was very professional and very personable. He quickly understood our situation over a range of financial situations. He was able to reassure us about certain aspects, explain some possible procedures and suggested actions for different consideration.
All was done in a very relaxed but efficient and expert manner. We heartily recommend Steve and Blevins Franks. Thank you, Steve, and congratulations to all concerned.

Help and advice provided by James Greene was excellent in relation to pension advice. I would recommend.

Very useful initial discussion with James. Knowledgeable and honest, which is exactly what we were looking for. Would definitely recommend.

I had the pleasure to speak with Nick Pasco in relation to a French life insurance. Nick came across as very knowledgeable, efficient and professional ; answering and clarifying all my queries. The company itself has been highly recommended by a network of British expats living in France for the right reasons ...

Shortly after we moved to Mallorca we moved our investments to Blevins Franks from a UK based company. Since then we have received nothing but excellent advice and help. Throughout the years the staff at the Palma area office have always been unfailing in their welcoming and warm approach and sometimes helping resolve matters in a manner way beyond their call of duty. In recent years we must single out Johanna Ellis and Alejandro Pozuelo Taylor (Alex) for so much help that we have received.

I usually attend the seminars but could not make this year. Instead, they offered a complimentary hour with Mike Marsden. He was excellent, his advice exactly to the point and I would thoroughly recommend using Blevins Franks for financial advice if you need it.