"Get expert help"

They have applied their experience and knowledge to help us make informed decisions that are to our advantage. Without their input we would have missed great opportunities to safeguard and improve our financial well being. Stephen has explained complex matters in a straight forward and friendly manner

"Good advice over the years"

My wife and I have been clients of Blevins Franks since 2006, initially in Spain where we had excellent service before moving to the UK where the service level dropped off somewhat. However, since we have moved to our present Private Client Manager (Mark Leaney) things have improved dramatically. Our interactions with our PCM are clear and concise and actions taken are now actually acted upon. Long may this continue.

"The online criticism of Blevins Franks…"

The online criticism of Blevins Franks has rather taken me aback. Were they all written by the same person under a number of pseudonyms? Were they written by friends of someone, cajoled into using social media to denigrate a firm they felt badly served by? Social media is a minefield. For ourselves, Blevins Franks, and their predecessors in France, Siddalls, have served us well for 20 years. We have dealt with three people in the main, ably assisted by a number of colleagues, and genuinely feel that they all worked conscientiously and consistently in our best interests, always promptly and effectively. We simply do not recognise the critical comments in those postings. Stephen G H

"Wonderful relationship…."

We became clients of Blevins Franks in 2007 when we relocated to Spain, and continued our relationship some years later when we moved to France.
In 2015 we came back to the UK.
During the period abroad we were fortunate to develop wonderful relationships with our respective Client Service Managers, who made our moves from a fiscal perspective with great ease and problem free.
When we relocated back to the UK in 2015 we met our new Client Service Manager, and in the passage of time we are yet again fortunate to have someone from BF with a wonderful breadth of knowledge and pinpoint understanding of our fiscal requirements.
We continue to enjoy the excellent service, advice and fiscal management that has been so successful over the years.
Thank you Blevins Franks for providing such a wealth of talent, and we hope our present relationship with Duncan Sandbrook, our Client Service Manager, will continue for many years to come.

"How Blevins Franks have helped me as a expat retiree.…"

I am retired in France and my brother introduced me to Blevins Franks based on the recommendations of several his colleagues who had retired to mainland Europe and were clients of Blevins.

Before engaging with them, I asked their advice on an index-linked, deferred final salary pension with a large multinational company. Several other wealth companies were urging me to transfer the funds to their schemes to improve my returns. Uniquely, Blevins Franks told me to leave it where it was as it would be difficult to beat the fund performance. This turned out to be excellent advice.

I decided to choose them to set up an assurance vie and they started by testing our risk acceptance, which was quite cautious. Last year our adviser suggested a review of risk acceptance and we agreed to move to a slightly higher level of risk. We now have annual reviews with our client adviser and our fund is delivering according to our projected future needs, so we are happy with the performance. A previous adviser was less proactive, but that has been rectified.

Blevins have also provided useful advice on inheritance (wills and Power of Attorney ) and changes in tax laws.

They also helped us to find an excellent accountant who has been invaluable in helping us to file tax returns .

"I have been with Blevins Franks in…"

I have been with Blevins Franks in Cyprus since 2009 and have always found the staff pleasant, respectful and knowledgeable with help for my finances in respect of Cypriot law and taxation.
I would certainly recommend them to anyone.

"Our new client account manager & performance"

Our new client account manager, Catrina, is a breath of fresh affair since replacing her predecessor. Our investment and pension portfolio lost significant value at the outset of our relationship in 2021 which has been very concerning. But we are now more confident that with Catrina's pro-active, professional approach supported by an efficient admin team, we will see steadily improving performances.

"Recommend BlevinsFranks."

My wife and myself have been clients of BF, Cyprus for the past 15 years and feel very satisfied with the advice supplied (Lou Cunningham) and the staff in Cyprus, plus the technical support from (Roxzanna Bartolo) and staff in Malta. The details, clarity and courtesy from each person has been excellent throughout during several major decision making situations for us.

"We have been clients of Blevins Franks…"

We have been clients of Blevins Franks Malta for over ten years. During this time we have always been satisfied with their good and clear advice.
We have always found the staff very helpful and friendly, always willing to help whatever it might be.

"Overall Review"

When I transferred my pension to a QROP, BF negotiated an additional amount than the one proposed by my UK company before I involved BF. I have received excellent personal contact on a yearly basis by BF representatives and the funds in my portfolio have given the returns that meet my expectations.