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. A dedicated back-office team, based in Gibraltar, 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, 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 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.

Tracy Storer

Senior Partner & Financial Planner

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

With over 6 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 the region. 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.