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Jacob Mc Clay
Financial Planner at Blevins Franks
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Work Experience
Financial Planner
Nov 2021 - Present · 3 years and 1 months
Jan 2019 - Aug 2021 · 2 years and 7 months
Wealth Management Analyst
Jan 2021 - Aug 2021 · 7 months
Premier Banking Relationship Manager
Jan 2019 - Jan 2021 · 2 years
Company Details
51-200 Employees
Blevins Franks is the leading international tax and wealth management adviser to British nationals living in Europe. We are a substantial, well established company, with over 20 offices across France, Spain, Portugal, Cyprus and Malta, and a head office in St James’s Square, London. We are focused on delivering high quality tax, estate planning and wealth management advice to our clients. Our raison d’être is to provide a service which enables our clients to enjoy a tax-efficient income and preserve the value of their wealth, not only during their lifetime but also through to the next generation. Our personal, local service ensures that our solutions are tailor-made to meet each client’s specific requirements and objectives. We have highly skilled teams of people committed to helping clients at each key stage: 1. While they are still UK resident and planning to move abroad 2. While they are living abroad 3. When they return to the UK Importantly, we are in a unique position to advise on taxation in both the UK and the overseas country, and how the two regimes interact. Blevins Franks goes from strength to strength and is undergoing measured expansion in all areas. There are over 2 million British expatriates already living in Europe, and this number is expected to increase by a further 500,000 over the next six years. At the middle to top end of this market there is a tremendous need for specialist wealth planning advice because their tax and financial planning needs are so much more complex. © 1975 - 2021 Blevins Franks All Rights Reserved
Year Founded
1976
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Accountants, Economics
HQ Location
28 St James’s Square, SW1Y 4JH, London, GB
Keywords
Wealth ManagementTax PlanningEstate PlanningTrustsInvestment AdvicePensions Planningand Asset Protection
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