Blevins Franks
Blevins Franks is a financial services company based in London, England. They specialize in estate planning, financial planning, tax law, investment services, economics, and law. Their team of experienced professionals provides clients with expert advice and guidance to help them achieve their financial goals. Blevins Franks is committed to providing exceptional service and personalized solutions to meet the unique needs of each client.
Introduction to Blevins Franks
Blevins Franks is a financial services company that specializes in estate planning, financial planning, tax planning, and investment services. The company was founded in 1975 by Bill Blevins and Nigel Green, with the aim of providing financial services to British expatriates in Europe. What makes this company unique is its focus on helping clients navigate the complex financial and tax laws of multiple countries, as well as its expertise in both economics and law.Services & products
Blevins Franks offers a range of financial services and products, including retirement planning, investment management, tax planning, and estate planning. Their team of financial planners, tax attorneys, and estate planning attorneys work together to provide comprehensive solutions that are tailored to each client's needs. Clients can also purchase investment products through the company, such as mutual funds and annuities.Location
Blevins Franks is located in St. James's Square, in the heart of London's financial district. The area is known for its historic buildings, upscale shops, and fine dining establishments. Public transportation options include the St. James's Park, Green Park, and Piccadilly Circus tube stations, all within a half-mile radius of the company's location.Benefits
Customers should choose Blevins Franks because of their expertise in navigating the complex financial and tax laws of multiple countries. The company's team of financial planners, tax attorneys, and estate planning attorneys work together to provide comprehensive solutions that are tailored to each client's needs. Additionally, the company has a long history of serving British expatriates in Europe, which gives them a unique perspective on the challenges faced by their clients.Good to know
Customers should be aware that Blevins Franks is primarily focused on serving British expatriates in Europe, although they also work with clients from other countries. Additionally, the company's services may be more expensive than those of other financial services companies, due to their focus on providing comprehensive and customized solutions.Reviews
Customer reviews of Blevins Franks are generally positive, with many clients praising the company's professionalism, expertise, and personalized service. Some clients have expressed concerns about the cost of the company's services, but most agree that the value provided by Blevins Franks is worth the investment.Amenities
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will writing -
trust creation
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probate assistance
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tax planning
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asset protection
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elder law
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estate administration
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business succession planning
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online account access
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financial planning
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investment advice
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retirement planning
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insurance coverage
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wealth management
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tax advice
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tax preparation
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tax filing
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tax representation
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tax relief
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tax audit assistance
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tax refund assistance
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portfolio management
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financial education
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asset allocation
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risk management
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insurance services
FAQ
What types of investment products do you offer?
We offer a variety of investment products including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and alternative investments such as real estate and private equity.What is your minimum investment amount?
Our minimum investment amount varies depending on the specific product and service. We can discuss your individual needs and goals to determine an appropriate investment amount.What fees do you charge for your services, and how are they calculated?
Our fees vary depending on the specific service and product. We strive to be transparent about our fees and will provide you with a clear breakdown of all costs associated with our services. Our fees are typically calculated as a percentage of assets under management or as a flat fee.What specific estate planning services do you offer?
We offer a range of estate planning services including wills, trusts, tax planning, and inheritance planning. Our experienced team of estate planning attorneys and tax attorneys can work with you to create a customized plan that meets your unique needs and goals.Can you provide references or testimonials from past clients?
Yes, we can provide references and testimonials from past clients upon request. We are proud of our reputation for providing high-quality financial and estate planning services and are happy to share feedback from our satisfied clients.Reviews
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Lynda Baldock
Received very good service from their Palma, Mallorca office. Unfortunately not the same can be said for their London office. Absolutely abysmal service, no customer service whatsoever. To go into details about my experience would take up so much space on here and time. Take my advice and DO NOT USE THE LONDON OFFICE. Horrendous. One star only because not possible to give none on Google!
17-10-2022
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April Ocleda - Enriquez
Great office. Helpful staff! Thank you!
17-06-2022
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Robert Palmer
Under no circumstances use Blevins Franks as financial advisors in the UK. Terrible service. Fast talking so-called Directors. Extremely shoddy reports. Get these checked! They make mistakes! Just don’t seem to care once you are a client. If you complain many times, you’ll probably get a phone call or two, but hardly ever anything backed by an email. They use what they call “para-planners” as outsourced advisers. Also very poor in my opinion. Had a good advisor in France but in my experience the London lot are very poor. I shopped around and found almost every advisor I consulted better that what I experienced with Blevins Franks. Even when I informed them I was unhappy with the service and was changing advisors, there was no reply, follow up or interact in my complaints. I had over 1 million invested. They are defensive, arrogant and, in my view, Blevins Franks UK should be avoided.
17-06-2022
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Rob Mycroft
Deciding how to go about getting professional advice on international tax arrangements in itself was daunting. I made some initial email enquiries with Blevins Franks and within a couple of days (Christmas period) the Private Client Manager, John Debono responded with some clear and precise answers that have enabled me to make an informed decision - I would highly recommend their services and look forward to working with them in the future.
17-06-2022
