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Richard Samuels

Senior International Financial Adviser

Previous Experience

Richard is a qualified International Financial Adviser (Chartered Insurance Institute CII) working from the Costa Blanca Office.  He has a wide range of business and financial experience. 

In the UK, he has managed the Business Section of a major Regional Newspaper and was also a judge on the prestigious North West Business of the Year Awards.  Prior to moving to Spain in 2014 he had also developed a successful Commercial Services Company and worked as an Independent Consultant.

During his time in Spain he has developed a solid reputation as a knowledgeable, trustworthy and reliable adviser to clients throughout the Costa Blanca region. 

Areas of Expertise

  • Wealth Management
  • Single Premium Investments
  • International Portfolio Bonds
  • Pension Planning/Transfers
  • Regular Savings Plans
  • Taxation Planning

Qualifications/Accreditations

Level 4 – Diploma in Regulated Financial Planning

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