Partner | Alicante to Tarragona
Brett entered the financial services sector in 1999 and joined Blevins Franks in 2000. Starting as a Team Leader in the Malta office, he moved on to Office Manager, setting up Blevins Franks’ compliance department before joining the team in Costa Blanca.
A law graduate, Brett also holds the Diploma for Financial Advisers (DipFA) and the full UK Financial Planning Certificate.
In February 2002, Brett became a Partner of the firm, and moved to the Blevins Franks office in Javea, where he is now part of a team of six. He is supported by a team of Client Services Officers as well as pensions, tax and investment consultants based in the Blevins Franks offices in Malta and London.
Brett has a deep understanding of the local Spanish tax regime, how it interacts with UK taxation and how it affects UK nationals living in Spain. Delivering high quality advice, most of Brett’s new clients come from referrals from existing clients recommending his services.
In order to provide peace of mind to his clients and ensure they achieve wealth preservation, Brett assesses each client’s situation and provides clear, tailored advice. This includes making sure clients’ assets are on track to pass to their chosen beneficiaries on death with minimum hassle and taxation.
Brett is a Committee Member of the Blevins Franks Charitable Foundation. Away from the office, Brett keeps fit by going to the gym. He also enjoys reading and playing the piano.