Blevins Franks Opiniões 270

I have used Blevins Franks for 17 years now as an investment platform and can honestly say that I would not leave this company . Blevins Franks have always worked in my interests to provide me with the best advice and products so that I can be confident that my finances are working as well as possible , particularly in uncertain times .

Very professional review with David and gave us an honest opinion on the current world crisis w(en asked. Suggesting ways to improve our investment overall my Husband nd myself were impressed with David as we had never met him before being new to the role of Private Client Manger. But we found as usual with previous Client Managers all very knowledgeable and very polite and courteous.

My experience with Blevins Franks has been very positive. Matthew Krystman from the Portuguese team has been extremely professional and helpful in providing tax planning and financial advice and doing so only after fully understanding my current situation and future objectives. The advice and customer service has been exceptional.

I was looking for advice on inheritance tax between Spain and the UK, and Alfonso Sanz was extremely helpful. He explained the regulatory framework clearly and made the implications for our situation easy to understand. I found him very customer‑oriented and attentive throughout the process. Excellent service and very helpful—thank you, Alfonso

I had a very meaningful and helpful chat with Chris McCann at Blevin Franks. The customer service he provided was very friendly and advice very positive giving good guidance for both wealth and tax.

Alfonso explained everything with great detail and would recommend him to anyone that needs advice.

We have been with Blevins Franks for 10 years and they have always looked after us and our pensions very well. Our current client manager Ben Ryecroft really understands us and what we need.

Great personal one to one service from Ben Ryecroft.

We discussed several complex issues and agreed a sensible plan to take matters forward.

Have been with blevins since 1996 and they have always been discrete,professional and helpful in the most stressful times but still remaining aware of the personal stress etc we were under

We have been with Blevins Franks since 2022 when we moved back to the UK after many years in Tenerife, and we needed our overseas investments and tax converting back to UK status. Our Financial Advisor Jolyon Grant-Dalton was extremely helpful in guiding us at this time and is professional and very knowledgeable on all the aspects needed. He continues to be there for us and can always answer our queries. The investments made have had very successful results and I would not hesitate to recommend him.

We feel our investments are in safe hands with Blevins Franks. Our annual meeting with Ben is constructive, informative and friendly. Throughout the year he responds quickly and professionally to our requests, and is always on hand for advice.

It starts and finishes with transparency and understanding. And that's what Ricardo provided. He was friendly, professional and always prioritised what was important to us. Asked the right questions but also taking the time to actively listen to what wa said, which helped him to build a picture of the type of people we are and what is important to us. He also did not speak about topics which he was not equipped to discuss and was always transparent about what he could truly help with and what his recommendations were regarding his areas of expertise. A truly customer centred service which I highly recommend to anyone looking to invest and expand their assets or their wealth carefully, weighing up the risks and rewards, always with an "under promise, over deliver" attitude.

Alfonso was informative and helpful, many thanks.

Friendly and supportive service from our advisor Catrina, and a prompt and helpful response from BF whenever we need to contact them.

I am always delighted to meet up with Janice Munro because she has given me so much good advice over the years. I would always trust her judgment. I am an elderly widow and she explains things that I don’t always understand. She is a great help.

Janice is very professional and always accessible, I trust her and would have no hesitation in recommending her to anyone who needed expert advice on financial affairs.

My wife and I have been Blevins clients for a number of years and are very happy with the advice and customer service offered by our advisors Henry Oppong and Thomas Marron. They are approachable and available when needed and are good at explaining issues that crop up and plotting a sensible route forward.

We had an initial call with Ricardo and, while we were unable to go with Blevins Franks in the end, he was incredibly helpful and set us on the right path with our pension plans. A very friendly guy, approachable and knowledgable and responded to our enquiry very promptly.

I have been with Blevins Frank's for 6 years. My pension has performed very well, and I'm more than happy with the advice that Henry provides during our reviews. We can talk openly about current situations and future plans with no hard sell, but with seemingly genuine opinion and guidance. I don't feel rushed during our reviews. Henry is always happy to oblige when I ask for ad hoc paperwork to assist my naturalisation application too.

Yet again another good meeting with our advisor, Ben Ryecroft. He's always well prepared for our annual review meeting and can answer any questions we have. He's approachable and friendly. We feel confident that our investments all well looked after. Highly recommend.