Name: | Tim Yates | |
Phone: | +33 (0)4 93 00 01 13 | |
Mobile: | +33 (0)6 15 33 60 83 | |
E-mail: | tim.yates@spectrum-ifa.com | |
Office address: | TSG Insurance Services SARL, Mediathel, 120 Route des Macarons, 06560 Valbonne, France | |
Expat since: | 1994 | |
Specialist areas: | Assurance Vie, Asset-backed (back to back) mortgages and tax efficient wealth management | |
Family: | Lives in Fréjus with my Swedish wife Karin and my two younger children Thomas and Kate | |
Hobbies: | Skiing and diving |
A founding partner of The Spectrum IFA group, Tim advises clients on how to structure themselves financially, in a tax-efficient way, thereby helping them to define and achieve their financial goals. As co-Gerant of Spectrum International Mortgages SARL, our mortgage broking company, he secures the best mortgage available for individual property purchases in France.
Prior to joining the Financial Services Industry, Tim held various marketing management and business development roles in the Healthcare and Pharmaceutical industry. He has an Honours Degree (BA) in Geography from Liverpool University, a post-graduate degree in Marketing (DIPM) and is a member of the Chartered Institute of Marketing (CIM). He is also a member of the Chartered Insurance Institute (CII) and holds their certificate in Financial Planning.