Meet The Team

The Award Winning team at Chorus are led by business partners Sam Kelly and Tracy Storer, working with clients across Spain and internationally from our offices in Javea and Ciudad Quesada 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 award-winning service. We have a dedicated back-office team, based in the UK, who provide compliance, administrative and operational support, leaving Chorus advisers to focus on providing the highest level of investment advice and financial planning available in the region.

Sam Kelly DipPFS, EFA, BA (Hons)

Managing Partner & Financial Planner

s.kelly@chorusfinancial.es +34 664 398 702

Sam Kelly is an Award Winning, UK qualified, investment manager and financial planner working with clients both in Spain and Worldwide. 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.

Now recognised amongst Europe’s leading financial advisers, Sam has sat on dozens of expert panels, including with the British Consulate, and major financial institutions, offering his insight into investment management and financial planning in Spain.

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 worldwide.

Sam offers specialist financial and tax planning for Expats in Spain, through clear, easy to understand advice. Working with partners including expert lawyers and accountants, Sam’s clients benefit from a holistic financial planning service.

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 under the EFPA. Sam keeps up to date with both Spanish and UK financial regulation through regular exams and ongoing professional development in accordance with regulatory requirements.

Tracy Storer

Senior Partner & Financial Planner

t.storer@chorusfinancial.es +34 693 107 044

With over 8 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, holds the CISI International Introduction to Investment Award, CISI Level 3 Certificate in Wealth Management, and R01 (Level 4 CII). Tracy is studying towards her full Level 4 qualification and keeps up to date with both Spanish and UK financial regulation through regular exams and ongoing professional development in accordance with regulatory requirements.