Blevins Franks

Money & Insurance
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117 reviews
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Customer Reviews about

Blevins Franks

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James Proctor

5.00/5.00

"Expert financial knowledge delivered in…"

Expert financial knowledge delivered in an accessible, friendly and comprehensible manner. If you're looking for help sorting our international financial matters these are your people.

05/09/2024

Benjamin Robson

5.00/5.00

"Moving to France"

Our conversation with David Lamont was excellent and extremely informative. We would highly recommend him for advice in relation to moving to France.

29/08/2024

Keith Hickman

5.00/5.00

"Since using the services of Blevins…"

Since using the services of Blevins Franks we have found the whole team very helpful and friendly. They have responded quickly to any questions and have kept us informed of changing market coonditions.

17/08/2024

Alan Ingram

5.00/5.00

"Why Blevins Franks?"

In principal, it is my allocated advisor David Hardy. He is extremely knowledgeable and all the advice he has given has been valuable. As such, I have profited from using Blevins Franks. The annual forums have also proven to be extremely valuable. Ignore the date below. I have been with Blevins Franks since 2008!

10/08/2024

Ivan Grabar

5.00/5.00

"Initial consultation with BF"

I had questions related to my tax and legal challenges related to countries I am/was tax resident. The advice David Lamont provided was courteous, insightful and relevant. He also recommended other resources to solve my problems. Highly recommended, especially for those with asset management needs!

09/08/2024

John Belbute

1.00/5.00

"No download just a sales lead"

They advertise a free download and ask for all kinds of contact info and then all that happened was a sales call and no download. This is the same behavior Elon Musk's Michigan PAC is being investigated for fraud with respect to collecting data while misrepresenting what they are providing

09/08/2024

Sara

5.00/5.00

"Helpful, Informative and Supporting"

I was very tentative about approaching a finance adviser but found that the people I dealt with, George and Jamie, at Blevins Franks were very informative, thorough, helpful and welcoming. I have always felt out of my depth with these types of investments but I was shown patience and support through the process. In addition, they continue to be on call should I have any ongoing queries.

27/07/2024

Russell and thanks for your order

5.00/5.00

"A great company!"

My wife and I have always found financial advice rather confusing, there are so many companies offering their services. We hear conflicting advice and we struggle to understand the mysterious charges (sometimes hidden until later). Many friends have had the same experience but then Blevins Franks was recommended to us and we have been happy to put our affairs in their hands.

It’s always a pleasure to visit the Blevins Franks office, there’s a pleasant atmosphere and a warm welcome from Emma Westin and she makes a great cup of coffee!

We are advised by Dan Henderson and Andre Santos, they are always punctual for our meetings and after a friendly chat we get down to business, they are well prepared and genuinely interested in giving us the best advice possible.

Everything is carefully explained, their printed reports are very professional as are their emails. Communications with the whole team are excellent.

They offer a top class range of products to suit everyone, they helped us transfer investments managed in the U.K. to Portuguese compliant funds. It was very important that they had expert knowledge in cross border problems and they certainly do!

24/07/2024

JW

5.00/5.00

"Very happy with performance of funds."

Very happy with performance of funds.
Everything is transparent and clear.
Client manager is always on hand for questions and advise.

Pleased with everything that Blevins have offered so far,

24/07/2024

Leslie

5.00/5.00

"Over 12 years of excellent advice & asset management."

Over 12 years of excellent advice and professional asset management. We have worked with two private client managers (Bradley and now Catrina) and both have provided an excellent service and a good return on our assets invested. Highly recommend and delivered in a very personal and friendly way.

19/07/2024
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