• As a company with rigorous standards, aiming to provide the very highest level of financial advice in Spain, Chorus advisors need to be among the very best in Europe. Supported by a dedicated back office team, our advisors are able to offer a truly client focussed service, dedicating one on one time to each and every client on a regular basis. 

  • Sam Kelly

    Managing Partner & Financial Planner

    Tel: +34 664 398 702

    Sam Kelly is a well-respected financial planner and financial commentator operating within Spain. Having been introduced to the World of finance by his grandmother, a successful property and stocks investor, Sam made his first investment in his teens. Trading prolifically throughout his 20s, whilst studying both fundamental and technical trading, Sam's financial expertise and experience spans over 20 years in the markets.

    Sam offers specialist financial and tax planning for Expats in Spain, through clear, easy to understand advice. Working with partners including expert lawyers and accountants, Sam's clients benefit from a holistic financial planning service.

    Continued success with expat clients in Spain lead to Sam becoming Managing Partner of Chorus Financial, a company that is focussed on giving the highest quality financial advice to expats in the Costa Blanca and Balearics. 

    Sam provides regular market commentaries and articles of interest to the expat community through local newspapers, magazines and the Chorus Financial Blog, along with running regular seminars in the local area which educate expats on all essential areas of their financial life in Spain. 

    Sam is a current member of the Chartered Insurance Institute and keeps up to date with both Spanish and UK financial regulation through regular exams and ongoing professional development in accordance with regulatory requirements.

  • Tracy Storer

    Senior Partner & Financial Planner

    +34 693 107 044

    With over 6 years experience working with expat clients on the Costa Blanca in Spain, Tracy has built a reputation as one of the most respected and trusted financial planners in the region. Tracy offers expertise in local tax and financial planning, an outstanding track-record of investment portfolio management alongside her dedication to providing the highest level of client service.

    Tracy maintains a happy client base across the whole of the Costa Blanca, and her personal approach means she is often on the road visiting clients, running seminars and speaking on the radio and at various clubs, organisations and societies. 

    Tracy is a current member of the Chartered Insurance Institute and keeps up to date with both Spanish and UK financial regulation through regular exams and ongoing professional development in accordance with regulatory requirements.