• At Chorus we firmly believe that British expats in Spain should never need to compromise when it comes to professional advice, which is why we work alongside a panel including UK based, FCA regulated, Chartered Discretionary Fund Managers to help look after our clients' investments.

    Why Chartered? 

    Holding a Charter demonstrates an outstanding commitment of knowledge and skills and is recognised as a symbol of the peak of professionalism. All UK regulated managers on the Chorus panel are Chartered by one of the two main professional bodies for Financial Planners in the UK, the CII or the CISI and will hold the title of either CII PFS Fellow or CISI Chartered FSCI.

    Why FCA? 

    Appropriate and rigorous regulation is one of the most important factors clients should consider when it comes to the financial security of themselves and their family. The UK Financial Conduct Authority (FCA) is recognised as one of the World’s leading regulatory bodies, with the protection of consumers as its main objective. For expats living overseas it is incredibly reassuring to know that your investment advice can fall under the protection of a leading, English speaking regulator, whose powers are significant when compared with other European regulators. 

    Should I consider DFM?

    For clients with investments, including QROPS, SIPPS and investment bonds (for example OMI or SEB) valued between £100,000 and £2 million we strongly recommend you contact us today to discuss the use of a Discretionary Fund Manager. It is essential for your financial future that your investments are managed to the highest possible standards, and Chorus allows our clients based in Spain to benefit from the best advice available, regardless of your location.

    Nothing within this website should be regarded as a recommendation to invest; a recommendation will only be made following a full individual assessment of suitability and appropriateness.

    Your local Chorus advisor will be happy to analyse your current arrangements and demonstrate where we can reduce costs and improve the level of service and expertise you are receiving. 

    Chorus always offers friendly, free advice without pressure or obligation. 

    Please call today on 961 167 331 or complete the Request A Call Back box on this page and one of our local advisors will contact you shortly.