Sam Kelly DipPFS, BA (Hons)
Managing Partner & Financial Planner
firstname.lastname@example.org +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 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.
Continued success with expat clients in Spain lead to Sam becoming Managing Partner of Chorus Financial, a company that is focussed on giving the highest quality financial advice to expats in the Costa Blanca and Balearics.
Sam provides regular market commentaries and articles of interest to the expat community through local newspapers, magazines and the Chorus Financial Blog, along with running regular seminars in the local area which educate expats on all essential areas of their financial life in Spain.
Sam is a current member of the Chartered Insurance Institute, holds the UK Level 4 Qualification ‘Diploma In Regulated Financial Planning’ and keeps up to date with both Spanish and UK financial regulation through regular exams and ongoing professional development in accordance with regulatory requirements.