Meet The Team
The award-winning, fully qualified team at Chorus are led by a team of well-known and highly respected financial advisers, Tracy Storer & Chris Shaw, with general oversight from our founder Sam Kelly. We work with clients across Spain and internationally and have offices in Javea and Benijofar on Spain’s Costa Blanca. We offer both face-to-face and remote financial advice (telephone, email, Skype, Whatsapp) meaning everyone can have access to our service.
All advisers provide MiFID II Regulated Advice through a regulated network registered with the Spanish Regulators the DGS & CNMV. Our advisers are members of the EFPA Espana, the Spanish Association of qualified Financial Advisors and Planners, and the UK Chartered Insurance Institute (CII); the professional body dedicated to building trust in the insurance and financial planning profession.
Tracy Storer EFA, EIP
Senior Partner & Financial Planner
Area Manager – Costa Blanca North
firstname.lastname@example.org +34 693 107 044
With 10 years experience working with expat clients on the Costa Blanca in Spain, Tracy has built a reputation as one of the most respected and trusted financial planners in Spain. Tracy offers expertise in local tax and financial planning, an outstanding track-record of investment portfolio management alongside her dedication to providing the highest level of client service.
Tracy maintains a happy client base across the whole of the Costa Blanca, and her personal approach means she is often on the road visiting clients, running seminars and speaking on the radio and at various clubs, organisations and societies.
Tracy is a current member of the Chartered Insurance Institute, and is one of the few advisers in Spain who has passed the European Financial Planners Association Securities Exam. Tracy is a European Investment Practitioner under the EFPA España. Tracy also holds the CISI International Introduction to Investment Award, CISI Level 3 Certificate in Wealth Management, and R01 (Level 4 CII). Tracy keeps up to date with both Spanish and UK financial regulation through regular exams and ongoing professional development in accordance with regulatory requirements.
Chris Shaw EFA, EIP
Partner & Financial Planner
Area Manager – Costa Blanca South
email@example.com +34 657 250 418
Before moving to Spain, Chris worked as a Financial Adviser at Lloyds bank for 7 years. Now with 6 years experience working with expat clients on the Costa Blanca in Spain, Chris has built an exceptional reputation for both his investment management and client service.
Chris is a current member of the Chartered Insurance Institute, and is one of the few advisers in Spain who has passed the European Financial Planners Association Securities Exam. Chris is a European Investment Practitioner under the EFPA España. Chris also holds the The London Institute of Banking and Finance – CeFAP (Certificate in Financial Administration and Planning (Level 3 CII). Chris keeps up to date with both Spanish and UK financial regulation through regular exams and ongoing professional development in accordance with regulatory requirements.
Client Relationship Manager
Before joining Chorus, Mael worked as a Legal Secretary for a popular law firm on the Costa Blanca who specialise in supporting expats in Spain on all legal and tax matters. Prior to this, Mael spent 7 yrs working for The Embassy of Switzerland in the UK. Mael is fluent in Spanish and English, along with other languages, and brings vast experience in both client relations, administration and the Spanish legal and tax system to her role.
Sam Kelly DipPFS, EFA, BA (Hons)
Sam Kelly is a UK and European qualified financial adviser. Having been introduced to the world of finance by his grandmother, a successful property and stocks investor, Sam made his first investment in his teens. Trading prolifically throughout his 20s, whilst studying both fundamental and technical trading, Sam’s financial expertise and experience spans over 20 years in the markets.
Sam has sat on dozens of expert panels, including with the British Consulate, and major financial institutions and has become a recognised and respected adviser, columnist and speaker in the world of European finance.
Sam has contributed content to leading publications, including The Financial Times, International Adviser, The Euro Weekly News, The Olive Press and on radio and financial conferences across Europe.
Sam is a current member of the Chartered Insurance Institute, The Personal Finance Society and the European Financial Planning Association. Sam holds the UK Level 4 Qualification ‘Diploma In Regulated Financial Planning’ and is a certified European Financial Advisor.