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- Independent Financial Advisers
- The Fry Group
Chartered Independent Financial Advisers.
Established in 1898, we are Chartered Independent Financial Advisers (IFAs) offering a complete financial planning service - providing advice on investments, UK tax mitigation and retirement planning as well as Wills, trusts and estate planning. From our offices in Spain, UK, Belgium, Singapore and Hong Kong, we manage over £1.3 billion of investment capital.
In Spain we specialise in minimising clients’ tax liabilities through tax-efficient investment and the structuring of client affairs.
We are independent financial advisers offering whole of the market advice. Existing or proposed investment portfolios are analysed using our structured risk assessment and reporting process. Tax aspects are also examined impartially, including insurance wrappers, direct investments, UK/offshore pensions, and in the UK, ISAs and pensions etc. Investment solutions include multi-currency advisory investment solutions, discretionary share portfolio placement, and private asset arrangement.
Initial meetings are without charge or obligation. Once we have an understanding of a client’s requirements and circumstances, a written proposal is provided. Advice is fee based, meaning we do not take commission from third parties for recommending products. This aligns our advice firmly with the interests of our clients and provides transparency, normally resulting in cost savings compared with commission-based advice.
Our focus is on understanding your requirements and making all aspects of financial planning simple, straightforward and effective. We’re proud to say that most of our clients have had the same adviser for over 15 years and we often help families through the generations.
On request you can receive updates of the latest financial news, developments and analysis through our regular emails and newsletters.
Authorised in the UK by the Financial Conduct Authority we provide authorised services in Spain under the European passporting rules. Uniquely we provide advice to British expatriates in Spain using all aspects of the UK regulatory code and disclosure standards.