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Blevins Franks Tax & Wealth Management Specialists

Financial Services Mallorca

Blevins Franks Tax & Wealth Management Specialists
Address: 1, Gran vía Puig de Castellet (Bloque 5, Local 2) Boulevard Santa Ponsa, 07180 Santa Ponsa,
38, Calle Elcano, 07470 Puerto Pollença
Phone: South: +34 971 719 181
Alt Phone: North: +34 971 675 200
Languages: English, Spanish
Website: http://www.blevinsfranks.com

International Tax Advisors

Blevins Franks Mallorca specialises in giving advice for tax-driven, wealth management investments.

Blevins Franks has 35 years experience providing tax, wealth management and estate planning services to expatriates living in Spain.

Services - Wealth Management Specialists

Blevins Franks is a leading pan-European financial advisory group to private clients in Spain, the UK and certain countries around the world.

We have established highly effective solutions for the various financial issues affecting expatriates in the Balearic Islands.  Our key strengths are that we put our clients first and provide a full range of services which enable our clients to:

  • Protect themselves from tax wherever they live
  • Protect and preserve their wealth and pensions
  • Organise their assets in an effective manner so that they can be passed to their heirs as efficiently as possible

Our services include: tax planning; investment management; asset protection; estate planning; trusts; pensions; QROPS; QNUPS; domicile determination and tax residency.  Our role is to support our clients and their families through their financial future, continuing to help them meet their objectives as they change over time.

Peter Worthington of Blevins Franks

Peter Worthington is a senior partner at Blevins Franks. He has lived in the Balearics since 1994, where he is the local representative of Blevins Franks Financial Management for Mallorca, Menorca and Ibiza.

Peter has over twenty five years’ experience in tax planning, portfolio management, investments and trusts, and estate planning for expatriates. Before joining Blevins Franks, he worked for the financial services division of merchant bank Schroder Wagg, and Norwich Union.

Peter is authorised by the UK Financial Services Authority, individual reference number PXW01575. Blevins Franks Financial Management Limited is also authorised to give investment advice in Spain.

Rafael Belloch Rodrigo of Blevins Franks

Rafael lives in Mallorca and is the local Blevins Franks representative and Partner for the North of the island. He has been awarded a Bachelor´s Degree in Business Administration by Valencia University and Middlesex, London, and an International MBA by Instituto de Empresa/Babson College (USA) with a concentration in Finance and Investments. He is a Qualified Family Office Professional and has a Masters in Investments and Financial Planning.

With 20 years of professional experience in the financial sector, Rafael has held Partner and Director roles at Arabesque Wealth Management, PWC, Nefinsa and BNP Paribas in Madrid.

Enquiries

Please contact me, I am interested in your services/ products.

Street Map

Address: 1, Gran vía Puig de Castellet (Bloque 5, Local 2) Boulevard Santa Ponsa, 07180 Santa Ponsa, Balearic Islands, Spain