Sam Kelly DipPfs

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 we had been ‘mis-sold a pension or investment in Spain’! I’m sure you can appreciate the irony of a two high profile financial advisers receiving such calls, but it does bring up more serious questions.

by Sam Kelly DipPFS, EFA, BA (Hons), Managing Partner, Chorus Financial.

by Sam Kelly DipPFS, EFA, BA (Hons), Managing Partner, Chorus Financial. Chorus Financial are receiving an increasing number of enquiries from those of you living in Spain looking to move your pensions and investments to a local financial adviser. A number of those enquiries were directly prompted by the UK adviser themselves, who had informed those clients that they could no longer advise them due to Brexit.