12th June - Los Naranjos Golf Club

What will your life be like after taking up residencia in Spain?

Whether you have recently received your formal Residencia, or are in the process of making an application, what will the financial implications be like for you going forward?

With this in mind Jeremy Ferguson and The Spectrum IFA Group are bringing you a free presentation and discussions from relevant experts on how managing your financial matters here in Spain will be affected going forward.

If you would like to attend, please register below or message/call Jeremy Ferguson on 0034 670 216 229 or email jeremy.ferguson@spectrum-ifa.com

LIMITED AVAILABILITY  –

CLICK HERE TO RESERVE YOUR  PLACE

Where Los Naranjos Golf Club

When 12th June, 2019
Event starts at 10.30 am with a welcome tea / coffee, followed at 11.00 am by presentations. The morning is concluded with complimentary tapas and drinks on the terrace during which you will have time to meet the speakers and your fellow guests.

What Informed guidance with regards taxation, managing your pensions and retirement income, as well as private healthcare and exchange rate considerations.

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Jeremy Ferguson
The Spectrum IFA Group

The Spectrum IFA Group – Financial Advice for Expatriates

Having specialised for the last 25 years in creating and marketing Tax efficient products for English speaking Ex Patriates living in Southern Europe, Jeremy now concentrates on helping individuals settle into their lives in Spain. He provides them with assistance on all taxation and investment matters, helping manage their pensions and excess capital leading up to retirement and during retirement.

Living in the area for nearly twenty years, he has accumulated a wealth of experience in all matters people concern themselves with when they live here.

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Andrew Wallace
Prudential International

Prudential International Products

Andrew is the international Sales Director and has been employed in the Financial Services industry for over 25 years. The majority of that time has been spent with Insurers in sales and business development roles, dealing with financial intermediaries. He’s been with Prudential for 9 years and held a number of senior positions prior to appointment into his current role in January 2008, where he has responsibility for Prudential UK & Europe’s non-UK distribution.

Darren Whitley

Darren Whitley
Business Development Director

Sovereign Retirement Planning – SIPP, QROPS, QNUPS, SSAS

Darren Whitley is a Director of Sovereign Pension Services and has worked in the offshore financial services industry for over 20 years. Sovereign provide first class trusteeship to the clients of The Spectrum IFA Group who have exported their pensions to alternative and more flexible arrangements.

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Santiago Lapausa
JC&A Abogados

Tax lawyers for expatriates and Spanish residents

Santiago Lapausa is partner of JC&A Abogados. Bachelor in Economics and Business Studies, he joined the firm in 2003 to found and develop the tax department. Santiago is involved in all areas of general tax practice and specializes in non-residents and international tax planning.

JC&A Abogados is a firm based in the city of Marbella, Spain, comprised of lawyers and economists aimed to provide local, national and international professional advice. We speak Spanish, English, French, Russian, German and Dutch

Richard Brown LTDF

Richard Brown
Global Reach Group

Currencies and Foreign Exchange

Richard has 12 years of experience in the Foreign Exchange industry, with 10 of those spent as a senior account manager and PFX dealer. With a strong knowledge of the fundamentals driving markets and specialising in technical analysis of the FX markets.

Born and bred in London, Richard grew up in West London but now lives in South East London. He also co-runs an independent record label and enjoys reading, visiting galleries and plays the guitar. Also he has been trying to master Spanish for a number of years but not quite there yet!

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Andrew Beckwith
Tailor Made Healthcare Solutions

Private Medical Insurance

Andrew Beckwith specialises in Private Medical Solutions for Ex Patriates living in Spain. Based in their offices in Sotogrande, he has a wealth of experience in dealing with cover needed for Residencia applications as well as handling claims with existing clients.

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Kristiina Nimmo
British Consular Officer

Brexit Support Office for Malaga Consulate

British Consulate, Malaga

Robert Walker

Robert Walker FCSI
Rathbone Brothers plc

Portfolio investment management

Robert joined Rathbones in 2014 as Investment Director. He started his investment career over 20 years ago at Coutts & Co as portfolio manager in their investment department after graduating from Newcastle University with a degree in Economics and Business Management in 1994.

After gaining his investment qualifications at Coutts he then moved to the private client division of Invesco Perpetual as Investment Director in 1998 and was responsible for the integration of Perpetual’s private client division, focussing on the management of both UK and international private client portfolios. In 2004, Invesco Perpetual sold their private client division to Singer & Friedlander and, in 2008, Robert joined Jupiter Asset Management with the same team of individuals he has worked with since 1995.

Finally, Jupiter sold their private client division to Rathbones in 2014, where Robert retains his specialism of managing investment portfolios for high net worth individuals, trusts, charities and pension funds, both in the UK and for international “ex-pats” by working in partnership with specialist financial advisors in Europe. He is a Chartered Fellow of the Securities Institute.

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