Lucca, Italy, March 14, 2014 --(PR.com
)-- The Spectrum IFA Group are delighted to announce that Peter Francis has joined the Italian team in the Lucca area.
Peter has worked in Financial Services for 25 years covering all aspects of financial planning and investment advice. Initially working within a large bank brokerage and then moving on to advising expats in Cyprus, Kuala Lumpur and Singapore.
Commenting on this recent appointment, The Spectrum IFA Group’s manager in Italy, Gareth Horsfall comments that "Spectrum are delighted to welcome Peter into the Italian team and his appointment high lights The Spectrum IFA Group’s commitment to extend the range of services and advisers in Italy and to provide expatriates with a wide range of specialist financial advice."
In today’s world of finance one thing is clear, everyone has to pay attention to and take great care of their own finances. Spectrum advisers are here to help people, the clients, with the many complex financial and tax issues that people are confronted with: retirement and pension planning including QROPS, Life Assurance, efficient investing (using Insurance wrappers), succession and inheritance tax planning, currency exchange and many more. As for most expatriates, these planning issues may exist in more than one country, and The Spectrum IFA Group believes working with experienced, qualified, cross border advisers who are themselves expatriates, and therefore facing similar challenges, is really important.
At Spectrum the company believes clients should not leave their finances entirely in the hands of a third party, a banker, an investment manager or an adviser. The group wants the clients to stay involved and work with the adviser to ensure they continue to prosper. Spectrum put an emphasis on continued advice and support with clients having worked with their adviser for more than 15 years. The Spectrum IFA Group commitment to long term business relationships allows us to provide advice and reassurance during the inevitable changes in tax rules, movements in exchange rates and markets.
The Spectrum IFA Group was established in January 2003. Spectrum continues to grow its business and expand distribution into other Western European territories as and when the market opportunities and legal framework are in place. The Spectrum IFA Group operates in a number of jurisdictions with 12 offices in France, Spain, Italy, Switzerland, Luxembourg and the Netherlands.
For further information please contact: