Today I am investigating the Blevins Franks Spain office – let’s see how qualified and registered their financial team are. Many advisers claim to be qualified, but if they do not appear on either the CII or CISI register, you can’t check out what their qualifications actually are.
IFAs and their clients are invited to add to it, correct it, improve it. Here’s a link to the two registers if you want to double check:
http://www.cii.co.uk/web/app/membersearch/MemberSearch.aspx
https://www.cisi.org/cisiweb2/cisi-website/join-us/cisi-member-directory
Please note that this data is correct as of 9am 25/06/2018
edit: we have been informed that there is a third website we can check for qualifications, so this page is in the process of editing whilst we see if any names appear on the libf members website.
https://www.libf.ac.uk/members-and-alumni/sps-and-cpd-register
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David Bowern – Partner – claims he has a DipFA – Appears on libf.ac.uk
Andy Buchanan – Associate Partner – Claims a host of qualifications – IS NOT on either register – not on libf.ac.uk
Sarah Burke – Private Client Manager – IS on the CISI register as claimed – not on libf.ac.uk
Susan Cambridge – Private Client Manager – IS ON BOTH CII AND CISI registers!! – not on libf.ac.uk
Kevin Cassar – Regional Manager – Claims he is a DipFA – Appears on libf.ac.uk
Kelman Chambers – Associate Partner – IS on the CII register for Spain – not on libf.ac.uk
Robert Croizat – Senior Partner – states he is professionally qualified – does NOT appear on either CII or CISI register – DOES appear on libf.ac.uk DipFA MLIBF
Alexander Grech – Regional Manager – Claims CII but is not on register – Appears on libf.ac.uk
Brett Hanson – Partner – Claims a host of qualifications – IS NOT on either CII or CISI register – Appears on libf.ac.uk
James Johnson – Associate Partner – IS on the CII registered for Spain – not on libf.ac.uk
Simon King – Partner – Claims CII – There are several Simon Kings on the CII register but none are listed for Spain so we will assume that he IS NOT registered – not on libf.ac.uk
Steve Langford – Partner – Claims level 5 CII – IS listed on CII as international! – not on libf.ac.uk
Christopher McCann – Partner – claims a host of qualifications – There is a Christopher McCann listed on CISI but the info states that the employer is LGT Vestra limited in the UK – the CII listing for him also stated London – this makes us doubt that either listing is this Christopher McCann. – Appears on libf.ac.uk
Paul Montague – Partner – Claims a host of qualifications – IS NOT on either register – Appears on libf.ac.uk
Cathal Rochford – Private Client Manager – IS on the CISI register as claimed – not on libf.ac.uk
Javid Rustham – Associate Partner – Is listed on CII register but for London not Spain – not on libf.ac.uk
Andrew Southgate – Private Client Manager – Claims he is a DipFA but this is an Institute of Banking and Finance qualification, and as there is no public register, it is not possible to verify – – Appears on libf.ac.uk
Nicole Sandler – Private Client Manager – IS registered on CII for Spain – not on libf.ac.uk
Gerald Turner – Partner – IS on the CII register for Spain – not on libf.ac.uk
8 out of 19 qualified and registered at Blevins Franks Spain- the best yet! Incorrect data!
edit: with our new found knowledge we are very happy to write that Blevins Franks Spain now score a 17/19 for being qualified and registered we are currently talking with their office in the hope that we can change this to 19 and give them 100% – we apologise for the original content being incorrect.
Well done Blevins Franks Spain.
