PHONE NUMBER
+34 68 991 5730
Chris Burke from The Spectrum IFA Group has lived and worked in Spain as a financial adviser since 2009. Spectrum are independent and specialise in advice on Retirement and Pension Planning including QROPS, Life Assurance, Efficient Investing (using Insurance wrappers), Succession and Inheritance Tax Planning, Currency Exchange and much more.
Whilst living in Barcelona, the reason why Chris’ clients choose him are simple: he will always put their interests first and is independent, meaning he is not tied to any one company and can therefore work with his clients to provide a tailored and individual solution. Chris is consultative, transparent, easy going and tenacious in getting the right path for his clients and their futures.
Whether you need help, advice or are currently working with someone else, be that in the UK or further afield, Chris will evaluate your current situation, taking into account your personal tax situation and future plans. Over the years he has built up strong relationships with great Tax Advisors and Accountants, which are essential for living in Catalonia.
Areas of common interest:
Investments
Are your monies/investments working for you, what purpose are they for and what options do you have?
We manage our clients money in a tax efficient and advisory basis meaning we guide you through the complex nature of investing, whilst making it easy for you to understand and safe in the knowledge your money is being looked after.
QROPs
Is it right for me and my pension, does it work, what are the costs, has it worked for other people?
What are the taxes and when and how can I access me money?
I can give you the answers and advice so you can make an informed decision about what is right for you and your pension.
Succession Planning
Can I have my assets arranged so they are tax efficient for inheritance purposes?
I am due to receive an inheritance, what is the most tax efficient way of doing this and what is the best thing to do with the money?
What tax do I need to pay both here and in the UK?
Tax Planning
Reducing and mitigating my tax position so I pay potentially less tax, both now and in the future for me and my family.
Wills
If you would like to decide who receives your assets should something happen to you, and maybe even who would care for your loved ones, including your children, its imperative to have a Will.
As an expat living in Barcelona, I have personally been through the questions and advice I receive/give many times before, both for myself and my clients making me knowledgeable, experienced and successful.
Before I take a client on, I offer them the chance to speak to one of my existing clients. My clients are very happy to be honest and give you their own experiences.
Reviews
“In a world of pension advice where it is uncertain of who to trust – Chris is someone who immediately makes me think – “I can … I do … trust him”
“Chris is someone who listens carefully, who explores what is your history without an agenda other than what is best for you. He is a sincere, talented professional who wants to make your life better”
“Chris is a delight to work with. He is very client focused, with great integrity and not at all “pushy”.
“I would 100% recommend Chris to others.”
+34 68 991 5730
chris.burke@spectrum-ifa.com
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Sharon
6 December 2021 at 19:32I sent Chris a mail & asked if he could provide some guidance on a final salary pension i was due to receive
Chris called me back same day and talked me through everything I needed to know, the call was not rushed and answered any further questions I had
We will be using Chris for my husband’s pension that he can draw in 2022
Thanks Chris
Paul Symes
14 December 2021 at 23:29Chris gave me some prompt and useful advice on UK pensions as a Spanish citizen. He was very helpful on the phone, and then went on to email further information. I will certainly be seeking his help in future, and highly recommend that anyone with similar queries does so too.
C McManus
22 December 2021 at 11:51Chris was quick to respond to my email & when we spoke he was clear & concise. He couldn’t have been more helpful or reassuring.