The Spectrum IFA team in Portugal welcomes a new member
I had the pleasure of speaking with Debra, who has over 10 years of experience in financial services in the UK and Portugal. Debra is originally from Manchester and has a bachelor’s degree and postgraduate degree in law which she decided to change after financial services. Debra moved to the Algarve 8 years ago, “I always wanted to live abroad and moving to Portugal was the best decision, it’s beautiful here and the lifestyle it offers is incredible.”
Debra-me “I’m very excited to start Portugal because compared to other places where, it’s a very new approach, I’m very excited about customers, I said what is to be served and how customers are treated.” “Mark and I am both jointly together, so it’s great to be together, Synergy offers it to expats in Portugal, some of whom haven’t received the new advice or service.”
Mark Quinn, Country Manager for Portugal at Spectrum, said: “I am delighted to welcome Debra to the company. She is very professional, knowledgeable and knowledgeable and it is rare to find someone with this level of knowledge. I know he will be a great addition to time.
field expertise
Debra knows the Portuguese system well having lived here for over 8 years, so she can offer professional advice when dealing with your finances, taxes or relocation. “I saw foreigners move here and I saw what went well and what could have gone better. Professionals, so after a long time here, you already know who to talk to. This is important when dealing with people who are moving and don’t know the language or the processes of their finances.
Confidentiality and advice you can trust
It is important to note that initials in Portugal company are not charged as they cannot be explained to people “Most account consultants really understand or help in your individual situation. any area it has helped or if they really need a lawyer either.” .If there are suggestions that they are accurate, they are completely transparent and clear before any work.
Spectrum Term with its customers is committed to customer relationships, explains: people with them, not just their finances, but their family plans.” Also, you need to know a person and trust that you are not just talking to someone who is qualified and experienced, but that they are supportive and confidential.
keep families
Debra assured me and the deadline we seek “We are a family office and we will maintain relationships with our clients, and in the generational sense, through the heritage and succession that we do. It’s about putting families in the best possible position. I really like helping people, not just the technical side.” Catch up.”
Also, “I think being a woman in this male-dominated industry is something I can bring to the company. I think giving attractive advice by women to women or people who think it’s a big thing Very comfortable with a female counselor. I want to help and financially educate women here in Portugal, whether they are divorced, bereaved or single.
Spectrum IFA Group covers everything from tax planning to investment and retirement planning and estate and succession planning. Contact Spectrum Portugal today for your free consultation or for more information. https://www.spectrum-ifa.com/financial-advisers-portugal.
Debra Bradfield are Chartered Financial Planners for the Charter Agency and Tax Consultants, and Mark Quinn for the Association of Tax Insurance. Contact Debra and Mark: +351 289 355 316 or [email protected] / [email protected]