by Sam Kelly, Managing Partner, Chorus Financial.
As we start a new year in here in Spain, I wanted to take this opportunity to thank all our regular readers and clients for the ongoing support and positivity you've shown towards Chorus Financial over the past year.
When myself and Senior Partner, Tracy Storer, sat down at the beginning of 2016 and decided that we wanted to make it our mission to change how financial services were conducted here in Spain, we knew we were facing a serious challenge. For many years financial advisors have been abusing the trust of expats here, working in a very loose regulatory environment, and often favouring their own pockets over their client's financial needs.
At Chorus we decided that rather than running the usual adverts, telling you about our various services, we would dedicate our marketing space to educating the community on how to navigate the World of financial advice safely and securely. This decision has made us incredibly popular with our clients and the community in general, but not so popular with other financial advisory firms!
My promise to you all in 2018, is that our mission is not over, and we will continue as before to provide what we hope is helpful and educational content, rather than simply advertising.
It makes us so proud to know how many people we have helped over the years. We truly believe in the importance of prudent financial planning and high-quality investment management, and in many ways, it is often even more important for those living overseas to seek quality advice.
Whether it's through a Chorus advisor, or an advisor from another firm, our main priorities are that the advice given is appropriate, fees charged are fair and transparent and any investment recommendations are of the highest quality available anywhere in the World. There should be no compromise in terms of what you should expect from a financial advisor, just because you live overseas.
Finally, I am very excited to announce that due to the overwhelming success of the November events, The Finance Tour will be returning to Spain in May 2018, with local venues to be announced nearer the time – well worth keeping an eye out for that!
We really look forward to seeing more of you during 2018, and if you ever have questions or need advice regarding pensions, investment management or generic financial planning, please don't hesitate to contact Chorus for a free consultation.
Chorus Financial is a trading style of Tourbillon Limited, authorised and regulated by the Financial Services Commission (Gibraltar), Licence Number FSC1118B and registered with the UK FCA as an EEA Authorised firm, reference 539348.