Steve Grover

Current

International Financial Adviser at Spectrum IFA Group

Connections

40 connections

Industry

Financial Services

Websites

Steve Grover’s Summary

Financial planner working with the international community that has moved to France to work or retire. Giving advice and assistance with Mortgages, Life assurance, Investments & Regular savings for retirement as well as assisting companies set up corporate insurance packages for their international staff based in France.

I have over 9 years experience in the financial services industry and hold several Chartered Institute of Insurers (CII) qualifications and I am also a member of the CII.

My aim is to provide all of my clients with simple and effective solutions in professional manner, whilst using my detailed knowledge of international product
providers and tax-efficient structures that can assist with asset building, asset protection and, ultimately, estate planning. I also work closely with a my own network of qualified and regulated experts in the areas that are outside my areas of expertise.

Steve Grover’s Specialties:

Life Assurance-linked (tax-efficient) Savings, Securities and Investments, Impact of expatriate/resident status and choice of "international" v. "local" products on tax liabilities, Education Planning products, Retirement Planning products, Income Protection, Critical Illness/Disability Insurance, Inheritance Tax Planning, Mortgage Broking, Personal Health Insurance, Corporate Savings Plans, Corporate Health Schemes, International Banking, Formation of Trusts/Asset Protection

Steve Grover’s Experience

International Financial Adviser

Spectrum IFA Group

(Privately Held; 11-50 employees; Financial Services industry)

March 2007 — Present (2 years 9 months)

Company specialises in helping expatriates living in France to protect and enhance their finances. Our aim is to create and provide solutions for expatriates and English speaking foreign residents by way of a broad range of products and services. We will work with you to plan your finances and make the most of the opportunities offered by the expatriate lifestyle. Kind of things we can offer assitance with are Life Assurance, Retirement Planning, Mortgages, Investments and Insurance as well as corporate packages.