The multi-award winning, fully qualified team at Chorus are led by three of Spain’s most experienced and respected financial advisers, Sam Kelly, Tracy Storer and Chris Shaw. Chorus work with clients across Spain and internationally from our 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 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 Spain.
Sam Kelly DipPFS, EFA, BA (Hons)
Managing Partner & Financial Planner
email@example.com +34 664 398 702
Sam Kelly is an award winning, UK and Spanish 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 España. Sam holds the UK Level 4 Qualification ‘Diploma In Regulated Financial Planning’ and is a certified European Financial Advisor under the EFPA España, a distinction held by only a handful of British advisers working in Spain. Sam keeps up to date with both Spanish and UK financial regulation through regular exams and ongoing professional development in accordance with regulatory requirements.
Senior Partner & Financial Planner
Area Manager – Costa Blanca North
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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 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.
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 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.