Blevins Franks

In 2021 we decided that we wished to have advice about tax and estate planning from financial planners with international knowledge. After much research we decided to contact Blevins Franks. Our initial telephone conversation with Nick Pascoe confirmed our choice as did our subsequent meeting. Over the last 3 years we have had contact with Jolyon Grant-Dalton who like Nick is knowledgeable and efficient, listens to and understands our questions and remarks and tailors his advice to suit our needs. We do recommend Blevins Franks.

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 ...

We have recently been in contact with James Greene to discuss our UK investments - James has been an absolutely pleasure to work with, providing invaluable financial advice to meet our requirements and explaining everything in clear and transparent language. The overall service and due diligence carried out provide a professional and reassuring level of service. Highly recommended.

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.

I have always found the team at Blevin Franks to be approachable and helpful in their information and what they can offer. I am a relatively unsophisticated investor having inherited my father's contacts at Blevin Franks after he passed away. I find I am treated as a valued customer nonetheless and feel they are transparent and honest in their dealings with me. I have trust in their recommendations.