The Federation of European Independent Financial Advisers
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Below are details of FEIFA member firms who can assist UK advisers with clients in the EU, listed alphabetically.

With regards to the “Ways we can assist” category below, the following information will be useful:

Network: the EU-based company has a formal network structure in place, passported to the countries detailed lower down in its entry. This will tend to be an appropriate approach where the number of clients and/or their value to the UK firm makes a long-term solution appealing or a necessity. It may also be relevant where the UK firm wishes to expand its operation within the EU.

Umbrella: the EU-based company can provide a regulatory licence to the UK adviser/advisory firm, the latter effectively operating as an AR of the EU firm. Once again, this will tend to be an appropriate approach where the number of clients and/or their value to the UK firm makes a long-term solution appropriate. As above, it may also be relevant where the UK firm wishes to expand its operation within the EU.

B2B: the UK firm and the EU company agree a relationship to manage the clients financial affairs. In essence, the EU adviser officially provides the advice to the client but the UK firm is “overseeing it” on a B2B basis. This is likely to be an appropriate approach where there are only a few clients concerned and the objective is for the EU advisory firm to eventually fully take over the relationship with those clients within a pre-planned timescale. In the meantime, it provides some continuity and comfort for the client.

3D Global

Based in: Cyprus
Website: https://3dglobal.com/
Contact:
Mark Nowell
Email: mark.nowell@3dglobal.com
Ways we can assist: Umbrella / B2B
Countries we can assist in: EU-wide
Notes: We have MiFID and IDD licences.

Altyx Gestion De Patrimoine

Based in: France
Website: Altyxpatrimoine.com (under construction) 
Contact:
Berangere Hassenforder
Email: berangere@altyxpatrimoine.com
Ways we can assist: Umbrella / B2B
Countries we can assist in: France
Notes: For cross-border and domestic investment and pension advice for French-British clients in collaboration with Altyx Financial Planning Ltd based in London.

ATI Associates

Based in: Cyprus
Website: https://atiassociates.com
Contact:
Aubrey Tyson
Email: ati@cytanet.com.cy
Ways we can assist: Umbrella / B2B
Countries we can assist in: EU-wide
Notes: For investment advice, there is a need for any individual who gives advice to pass the Cyprus regulator’s (CySEC) advanced exam. Equivalence may be possible for existing UK qualifications.

Axis Finance

Based in: France/Spain
Website: https://www.axis-finance.com
Contact:
Des Cooney
Email: des.cooney@axis-finance.com
Ways we can assist: Umbrella / B2B
Countries we can assist in: Predominantly France and Spain; we also passport services EU-wide
Notes: We have MiFID and IDD licences.

Beacon Global Wealth Management

Based in: France
Website: www.beaconglobalwealth.com
Contact:
David Vacani
Email: david@bgwealthmanagement.net
Ways we can assist: Umbrella / B2B
Countries we can assist in: EU-wide
Notes: We have a preference for France, Spain, Portugal and Ireland where we have existing operations/activity.

Blacktower Financial Management/Nexus Global

Based in: Cyprus/Gibraltar
Website: www.nexus-global.net
Contact:
Paul Brown & Claire Irvine 
Email: paul.brown@nexus-global.net and claire.irvine@nexus-global.net
Ways we can assist: Network / Umbrella / B2B
Countries we can assist in: EU-wide
Notes: Nexus Global, a part of Blacktower, can assist UK based firms and International firms in all EU countries. EEA countries are also possible for servicing and/or in the event of reverse solicitation – dependent on provider acceptance.

DTB Wealth Management

Based in: France
Website: www.dtbwealthmanagement.com/
Contact:
Daniel Butcher
Email: d.butcher@via-ap.com
Ways we can assist: B2B
Countries we can assist in: France predominantly but EU-wide possible
Notes: We can assist with any business lines in France, as we hold all required licences through ORIAS, ANACOFI, IOBSP and IAS. We can create a very straight-forward and easy partnership.

GPI Europe

Based in: Slovakia
Website: www.gpieurope.eu
Contact:
Olga Prytula
Email: olga@gpieurope.eu
Ways we can assist: Umbrella / B2B
Countries we can assist in: European Union, predominately: Austria, Hungary, Germany, Belgium, France, Italy, Spain, Portugal, Scandinavian countries, Ireland where we have existing operations/activity.
Notes: We are happy to assist UK based firms and International firms across all the EU countries. You will find in us experienced, trustworthy and ethical partners, with bespoke service and management solutions, real support and great friends if wanted.

The Spectrum IFA Group

Based in: France/Spain
Website: www.spectrum-ifa.com
Contact:
Michael Lodhi
Email: michael.lodhi@spectrum-ifa.com
Ways we can assist: Umbrella / B2B
Countries we can assist in: EU-wide
Notes: We can assist UK advisers with clients across the EU and also in Switzerland. In addition to France and Spain, we also have offices in Italy, Luxembourg and Switzerland.