Should you move your pensions into one pot?
By Tracy Storer, Senior Partner, Chorus Financial. If you’ve had more than one job since your career begun, it’s likely you’ve got pensions with different providers. It can be difficult to keep
Cold called about your pensions and investments in Spain?
by Sam Kelly DipPFS, EFA, BA (Hons), Managing Partner, Chorus Financial. Within the last 24 hours both myself and my colleague working from our Costa Blanca office received a call telling us
Could you be paying less for your investments and pensions in Spain?
Tracy Storer Senior Partner Chorus Financial I’ve just come out of a regular review with one of my clients, and top of the agenda was an analysis of his current charges. He
The biggest risk to your investments and pensions… could it be your financial adviser?
by Sam Kelly DipPFS, EFA, BA (Hons) Managing Partner Chorus Financial Over the last decade Spanish expats have been exposed to some incredibly poor financial advice. In many cases this has led
We need to talk about your financial adviser…
by Sam Kelly DipPFS, EFA, BA (Hons) Managing Partner Chorus Financial Looking back, it’s obvious I was fairly naïve when I first moved to Spain in terms of just how the financial
Investors Beware: Stay on the right side of change!
Change is happening all around us, nothing stands still for long. It would’ve been incredibly hard to plan ahead for 2020, instead we had to adapt our lives quickly to adjust to
The end of a year to remember (or forget)!
I’m not sure any of us could’ve expected 2020 to pan out quite the way it did. As we entered the year, I’m sure like most of you individually, Chorus Financial had
The 7 financial steps to take for a fresh start to life in Spain for 2021
I always like to write an article at the end of each year to give people some financial tips to help them prepare for a financially sound year. This year’s article is
Spanish Compliant Investment Bonds, QROPs, SIPPs – do you really know what they’re costing you?
John (I’ve changed his name for the sake of this article) wanted a second opinion on an investment plan he had set up when he first moved to Spain 10 years ago.
Have you spoken to your financial adviser lately?
Since the referendum in June 2016, the headlines have been dominated by Brexit. Right from those early days of disbelief, to the countless anti-Brexit campaigns, court cases and thoughts that it will
The biggest risk to your investments and pensions… could it be your financial adviser?
Over the last decade or so, Spanish expats have been exposed to some incredibly poor financial advice. In many cases this has led to clients trapped into overpriced, low quality investments, often
Work hard, play hard for Costa del Sol Scottish expat
ADVERTORIAL: Financial advisor Sandy Buchanan has a passion for the real Spain and helping expats manage their money
Clampdown on finance rogues in Spain
EU to investigate unregulated financial advisors defrauding expats in Spain
Moving the Spanish goalposts
Expat furious with Santander bank after being told to buy 500 more shares to get free banking