Blevins Franks - London

Blevins Franks: A Leading Financial Planning Firm

Blevins Franks is a distinguished and internationally recognized financial planning firm headquartered in the heart of London. Situated at 28 St James’s Square, London SW1Y 4JH, United Kingdom, the firm offers comprehensive wealth management solutions tailored to high-net-worth individuals and families with global interests. Their commitment to personalized service and expert advice has solidified their reputation as a trusted partner in safeguarding and growing wealth across borders. Contacting them is simple via their phone number: 2073898133, or by visiting their website at blevinsfranks.com. The firm’s website provides further details about their services and team.

Core Services and Expertise

Blevins Franks specializes in a wide array of financial services, designed to meet the complex needs of its clientele. These include, but are not limited to:

• Tax Planning: They offer sophisticated tax planning strategies to minimize tax liabilities and optimize wealth retention.
• Estate Planning: A crucial aspect of their service is estate planning, ensuring assets are transferred efficiently and in accordance with individual wishes, minimizing inheritance tax.
• Investment Management: Blevins Franks provides bespoke investment management services, constructing portfolios aligned with clients’ risk tolerance and financial goals.
• International Wealth Management: A key differentiator is their deep understanding of international regulations and tax laws, allowing them to seamlessly manage wealth across multiple jurisdictions.
• Pension Planning: They assist clients in navigating pension options and maximizing their retirement savings.

Location and Accessibility

The firm’s London office, located at 28 St James’s Square, is a prestigious address reflecting their standing in the financial industry. It provides a professional and discreet environment for client consultations. Blevins Franks is committed to accessibility, offering both online appointments and on-site services. Furthermore, the office is designed to be wheelchair-accessible, including a dedicated wheelchair-accessible toilet, demonstrating their dedication to inclusivity. Appointments are generally required, and clients are encouraged to schedule them in advance for optimal service.

Client Feedback and Reputation

Blevins Franks consistently receives positive feedback from its clients. Currently, the firm boasts 14 reviews on Google My Business, with an average opinion of 4.1/5. These reviews consistently highlight the firm’s expertise, responsiveness, and commitment to client needs. Clients frequently commend the advisors for their thoroughness, their ability to explain complex financial concepts in a clear and understandable manner, and their dedication to providing tailored solutions. The firm’s approach emphasizes building long-term relationships based on trust and mutual respect. Many clients appreciate the personalized attention they receive and the feeling that their financial well-being is genuinely prioritized.

Key Features and Considerations

Here’s a breakdown of key features to consider when engaging with Blevins Franks:

• Expertise: The firm’s advisors possess significant experience and qualifications in international finance and wealth management.
• Global Reach: Their international network allows them to provide comprehensive advice regardless of a client’s location.
• Proactive Approach: Blevins Franks takes a proactive approach to financial planning, regularly reviewing and adjusting strategies to adapt to changing circumstances.
• Discretion and Confidentiality: The firm operates under the highest standards of discretion and confidentiality.

Appointments are recommended to ensure sufficient time is allocated to discuss individual financial goals and needs. Exploring their website (blevinsfranks.com) will provide further details about their service offerings and the team of experienced advisors available to assist clients.

👍 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.