What Blevins Franks does

Blevins Franks is a privately held cross-border tax and wealth management advisory firm headquartered in London, focused on UK nationals living in or relocating to Europe. Founded in September 1975 by David Franks as Blackstone Franks (Bill Blevins joined in 1983 to develop the financial advice service), the firm operates across 20 offices in seven countries — the UK, Spain, France, Portugal, Cyprus, Malta, and Monaco — and employs approximately 300 staff. The business is owned by management and locally-based Partners following a 2012 management buyout by John Stone, John Simmonds and partners. It is structured under a Malta-registered parent (Blevins Franks Group Limited) with three regulated operating entities: Blevins Franks Financial Management Limited (FCA-authorised in the UK, reference 179731), Blevins Franks Wealth Management Limited (MFSA-authorised, registered number C 92917), and Blevins Franks Trustees Limited (MFSA-authorised), plus S.A.M. Blevins Franks Strategic Planning incorporated in Monaco.

The firm delivers integrated advisory services via its 'Peace of Mind Journey' framework, combining personalised lifetime financial modelling (WealthPlan), cross-border tax optimisation, family office coordination, investment management (delivered through partnerships with BlackRock, Rathbones, Royal London Asset Management, and Russell Investments), and ongoing in-country adviser support. Adjacent services include Tax Planning, Estate Planning, Pensions Advisory (including QROPS and QNUPS structuring), Blevins Franks Trusts, Responsible Investing (ESG), and the European Emigration Advisory Service launched in 2022 to support post-Brexit visa and residency requirements. Membership of professional bodies including the Chartered Institute of Taxation (CIOT), the Association of Tax Technicians (ATT), and STEP underpins technical standards.

Blevins Franks generates revenue through fees for financial advisory services across tax planning, estate planning, pension advisory, investment management, and trust services. Pricing is not publicly disclosed; the firm operates on a consultation-based model offering free initial consultations with locally-based advisers as its primary acquisition touchpoint. Distribution is purely direct — no intermediaries or third-party platforms — with locally-based, FCA-Level-4-qualified advisers providing face-to-face advisory. Marketing and lead generation rely on country-specific tax and residency guides, 'Living In' paperback books, seminars, exhibitions, webinars, video and podcast content, and an active social media presence across Facebook, Instagram, LinkedIn, X, and YouTube.

Name

Blevins Franks

Legal name

Blevins Franks Financial Management Limited

Website

https://blevinsfranks.com

Company type

Private

Founded year

1975

Operating status

Operating

Headcount range

51–100 employees

Short description

Blevins Franks is a privately held cross-border tax and wealth management advisory firm serving British expatriates in Europe, operating across 20 offices in seven countries (UK, Spain, France, Portugal, Cyprus, Malta, Monaco) with approximately 300 staff under FCA and MFSA regulation.

Ownership category

akta.pro rank

Product category

Cross-border wealth management and international tax advisory

NAICS

Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Cross-Border & International Wealth Services (FSABADAL)

Keywords

• Cross-border tax advice
• Expatriate wealth management
• International tax planning
• Pension advisory services
• Expat estate planning

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices23 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Financial Advisory Services: Blevins Franks generates revenue through fees for financial advisory services including tax planning, estate planning, pension advisory, investment management, and trust services. The company is regulated by the FCA in the UK and MFSA in Malta, providing advice on a fee-based model.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels6 records

Core offering

Blevins Franks provides integrated cross-border tax and wealth management advice to UK nationals living in or relocating to Europe. The firm delivers personalised financial planning covering cross-border tax planning, estate planning, pension transfer and advisory (including QROPS/QNUPS), investment management and trust services through 20 offices and locally-based advisers across the UK, Spain, France, Portugal, Cyprus, Malta and Monaco. Revenue is generated through fees for advisory services delivered by professionally qualified (FCA Level 4+) advisers regulated by the FCA in the UK and MFSA in Malta.

Product overview

Blevins Franks offers an integrated, cross-border wealth management advisory service for UK nationals living in Europe. The core offering is the 'Peace of Mind Journey' — a five-step approach comprising WealthPlan (personalised lifetime financial modelling), Tax Optimisation Strategy (cross-border tax structuring), Family Office (comprehensive financial coordination), Investment Excellence (disciplined long-term investment management with partners including BlackRock, Rathbones, RLAM, and Russell Investments), and Lifelong In-Country Service (ongoing local adviser support). Supporting the core advisory services are Tax Planning, Estate Planning, Pensions Advisory Service (including QROPS/QNUPS), Blevins Franks Trusts, Responsible Investing (ESG), and the European Emigration Advisory Service (post-Brexit visa/residency guidance). The firm also provides educational products including country-specific Tax Guides, Visa and Residency Guides, and 'Living In' paperback books for France, Spain, Portugal, Cyprus, and Malta.

Differentiator

Problem solved

Functional benefit

Brands

• Blevins Franks Wealth Management: Wealth management services for expatriates
• Blevins Franks Financial Management
• Blevins Franks Trustees
• Blevins Franks Charitable Foundation
• European Emigration Advisory Service

Products and services

• WealthPlan A personalised lifetime model of assets, income and future plans that helps clients understand how different choices today could affect their financial future, providing clarity when planning ahead.
• Tax Planning Cross-border tax advisory covering income tax, capital gains tax, wealth tax and inheritance tax across the UK, Spain, France, Portugal, Cyprus, Malta and Monaco. Structuring assets and income to keep finances as tax efficient as possible across both UK and country of residence.
• Estate Planning Cross-border estate planning to transfer wealth to chosen heirs according to client wishes and as tax efficiently as possible, addressing forced heirship rules and succession law across European jurisdictions.
• Pensions Advisory Service Specialist advice on UK pension options for expatriates including QROPS (Qualifying Recognised Overseas Pension Schemes), QNUPS (Qualifying Non-UK Pension Schemes), pension consolidation and tax implications.
• Investment Excellence Disciplined, long-term investment strategies working with global partners (BlackRock, Rathbones, Royal London Asset Management and Russell Investments) designed to help wealth keep pace with inflation and changing market conditions.
• Blevins Franks Trusts Trust establishment and administration including discretionary trusts and pilot trusts, providing trustee and corporate services for wealth protection and estate planning through Blevins Franks Trustees Limited.
• Responsible Investing (ESG) Investment services incorporating environmental, social and governance (ESG) considerations, factoring sustainability into investment suitability assessments and offering dedicated sustainable investment solutions.
• European Emigration Advisory Service Post-Brexit visa and residency support for Britons moving to Europe, providing guides on residence permits for France, Spain, Portugal, Cyprus and Malta.
• Family Office A comprehensive service supporting clients across every area of financial need, providing a single point of contact coordinating financial professionals, lifestyle services and local support.
• Lifelong In-Country Service Ongoing advisory support from locally-based advisers who understand both the local system and UK connections, providing continuity as clients' circumstances evolve over the long term.

Quantifiable outcome

• 435 causes supported and €363,500 donated by The Blevins Franks Charitable Foundation since its creation

Named customers4 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• BlackRockcoreTechnology or IntegrationBlackRock is one of the world's leading investment management firms and a key partner providing investment solutions to Blevins Franks clients. The partnership gives clients access to BlackRock's funds and investment expertise.
• RathbonescoreTechnology or IntegrationRathbones is a prominent investment management firm and partner of Blevins Franks, providing investment solutions to clients. Clients benefit from Rathbones' investment expertise and funds.
• Royal London Asset Management (RLAM)coreTechnology or IntegrationRoyal London Asset Management is a key investment partner of Blevins Franks, offering funds and investment management services to clients.
• Russell InvestmentscoreTechnology or IntegrationRussell Investments is a strategic investment partner providing risk-rated portfolio solutions. Blevins Franks utilises Russell Investments' model portfolios for client portfolios.
• Chartered Institute of Taxation (CIOT)minorOthersProfessional body governing tax advisers' rules, regulations and codes of conduct. Tax specialists at Blevins Franks operate under CIOT guidelines.
• Association of Tax Technicians (ATT)minorOthersProfessional body setting standards for tax technical qualifications. Blevins Franks tax specialists adhere to ATT codes of conduct.
• Society of Trust and Estate Practitioners (STEP)minorOthersProfessional body for trust and estate practitioners. Blevins Franks trust advisers operate under STEP guidelines.

Scale indicators6 records

Recent moves20 records

Expansion highlights4 records

Broad incumbents

• Killik & Co: London-based wealth advisory firm providing investment, tax and retirement planning to individuals, with a long history of serving expat clients. Overlaps on long-term, relationship-led advisory and tax-efficient investing for UK-linked individuals.
• Tilney / Evelyn Partners: One of the UK's largest integrated wealth management firms offering advice, investment management and tax services to UK-based and international clients. Comparable on wealth and tax advisory capabilities but operates at much greater scale and is not expat-specialist.
• Schroders Wealth Management: Global asset and wealth manager with a substantial UK private-client wealth business. Comparable on discretionary investment management and HNW advisory but operates at much larger scale across geographies.
• Quilter: UK wealth manager offering advice, investment platforms and pension solutions to individuals and advisers. Overlaps on UK pensions (including QROPS-related flows) and investment management but does not focus on the continental-European expat niche.
• St. James's Place: Major UK wealth manager with a large partnership of advisers providing investment, pension and tax planning. Overlaps on integrated wealth and tax advisory but lacks Blevins Franks' specific UK-to-Europe expat focus.
• Rathbones: Established UK discretionary investment manager offering wealth planning and tax-efficient investment services. Blevins Franks already partners with Rathbones for client investments; it is comparable as a broader UK wealth incumbent that also serves HNW individuals.

Direct peers

• AES International: Independent financial adviser for UK expats and international clients, providing cross-border investment, tax and pension planning. Comparable in client segment, fee-based model and emphasis on QROPS/retirement advice for expatriates.
• Hoxton Capital Management: UK-headquartered financial adviser specialising in cross-border tax, investment and pension advice for British expatriates in Europe, the Middle East and Asia. Directly comparable in target client, service stack (tax + wealth + QROPS) and multi-country office footprint.
• Blacktower Financial Management: Wealth management firm focused on British and other expatriates across southern Europe and Cyprus. Overlaps closely on cross-border tax planning, investment management and locally-based adviser coverage in markets such as Spain, Portugal and Cyprus.

Emerging players

• Bunker & Co: Smaller UK-based firm providing cross-border tax and financial advice to British expats in France and other jurisdictions. Comparable in expat focus and tax-led offering, though materially smaller in scale and office coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/BlevinsFranks
• YouTubeyoutube.com/user/BlevinsFranks01
• Facebookfacebook.com/BlevinsFranks
• LinkedInlinkedin.com/company/blevins-franks
• Instagraminstagram.com/blevins_franks

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Blevins Franks