Blevins Franks - London

Blevins Franks: A Comprehensive Overview

Blevins Franks, established in 1975, is a renowned international financial planning and investment management firm. With over 45 years of experience, they specialize in providing expert financial advice tailored to the unique needs of their clients, particularly those residing abroad or with international assets.

Blevins Franks is headquartered at 28 St James's Square, London SW1Y 4JH, United Kingdom. They can be reached via phone at 2073898133 and their official website is blevinsfranks.com.

Services and Specialties

Blevins Franks offers a wide array of services, with their core specialties including:

• Financial planning
• Investment management
• Tax planning and advice
• Estate planning and Inheritance Tax mitigation
• Retirement planning

They pride themselves on providing bespoke solutions that cater to each client's individual circumstances and goals.

Client-Centric Approach

Blevins Franks is known for its client-centric approach. They take the time to understand each client's unique situation and provide personalized advice. As one client put it, "[Blevins Franks] listens to and understands our questions and remarks and tailors their advice to suit our needs."

Accessibility and Convenience

Blevins Franks ensures accessibility and convenience through various means:

• Online appointments for those who prefer to consult from the comfort of their homes
• On-site services for clients who wish to meet in person
• A wheelchair-accessible entrance and toilet, ensuring their office is welcoming to all
• Appointments are required and recommended to ensure clients receive undivided attention

Client Testimonials

Blevins Franks has a Google My Business rating of 4.1 out of 5 from 14 reviews, indicating a high level of client satisfaction. One client's experience reflects this, stating, "Over the last 3 years we have had contact with Jolyon Grant-Dalton who like Nick [Pascoe] is knowledgeable and efficient."

Another client noted, "Our initial telephone conversation with Nick Pascoe confirmed our choice [to work with Blevins Franks] as did our subsequent meeting."

These testimonials highlight Blevins Franks' commitment to providing exceptional service and expert financial advice.

In conclusion, Blevins Franks is a distinguished financial planning firm that combines extensive experience with a client-focused approach. Their comprehensive services, accessible location, and high client satisfaction ratings make them an excellent choice for those seeking expert financial planning advice.

👍 Reviews of Blevins Franks

Andre F. A.

5/5

In 2021 we decided that we wished to have advice about tax and estate planning from financial planners with international knowledge. After much research we decided to contact Blevins Franks. Our initial telephone conversation with Nick Pascoe confirmed our choice as did our subsequent meeting. Over the last 3 years we have had contact with Jolyon Grant-Dalton who like Nick is knowledgeable and efficient, listens to and understands our questions and remarks and tailors his advice to suit our needs. We do recommend Blevins Franks.

Mel O.

5/5

We have recently been in contact with James Greene to discuss our UK investments - James has been an absolutely pleasure to work with, providing invaluable financial advice to meet our requirements and explaining everything in clear and transparent language. The overall service and due diligence carried out provide a professional and reassuring level of service. Highly recommended.

Joelle L.

5/5

I had the pleasure to speak with Nick Pasco in relation to a French life insurance. Nick came across as very knowledgeable, efficient and professional ; answering and clarifying all my queries. The company itself has been highly recommended by a network of British expats living in France for the right reasons ...

Michael E.

5/5

We became clients of Blevins Franks in 2007 when we relocated to Spain, and continued our relationship some years later when we moved to France.
In 2015 we came back to the UK.
During the period abroad we were fortunate to develop wonderful relationships with our respective Client Service Managers, who made our moves from a fiscal perspective with great ease and problem free.
When we relocated back to the UK in 2015 we met our new Client Service Manager, and in the passage of time we are yet again fortunate to have someone from BF with a wonderful breadth of knowledge and pinpoint understanding of our fiscal requirements.
We continue to enjoy the excellent service, advice and fiscal management that has been so successful over the years.
Thank you Blevins Franks for providing such a wealth of talent, and we hope our present relationship with Duncan Sandbrook, our Client Service Manager, will continue for many years to come.

Diana G.

5/5

I have always found the team at Blevin Franks to be approachable and helpful in their information and what they can offer. I am a relatively unsophisticated investor having inherited my father's contacts at Blevin Franks after he passed away. I find I am treated as a valued customer nonetheless and feel they are transparent and honest in their dealings with me. I have trust in their recommendations.

Yvonne W.

5/5

I have been an investor with Blevin Franks for many years and have always been completely satisfied with this service. Special thanks to Henry Rutherford and the team for getting my pension onshore, despite the never-ending obstacles placed in their way by the other company. I would definitely recommend them - in fact, I already have!

Robert P.

1/5

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.

Rob M.

5/5

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.