Marbella
Free Consultations
+ (34) 951 390 201
Make an appointment
Mon - Sat 9.00 - 18.00
Sunday Closed
Marbella
Free Consultations
+ (34) 951 390 201
Make an appointment
Mon - Sat 9.00 - 18.00
Sunday Closed
Are you living in Marbella (or planning to) and require a wealth management company? We are professional, UK trained financial advisors for the English speaking ex-pat community in Spain.
Our core areas of expertise are in retirement planning (including UK and international pensions advice), savings and investments as a Spannish resident as well as tax planning and structuring investment portfolios to take maximum benefit of your residency in Marbella. We also make recommendations on areas such as inheritance, succession and estate planning, wills, declaration of overseas assets and life assurance.
You are welcome to visit us in our local Marbella office or a professional advisor will meet you at your location of choice. Our initial consultations are always free.
We pride ourselves in being at the leading edge of modern day financial planning. There are no 'smoke and mirrors' with us. We adopt a completely transparent approach, minimising jargon and making sure that all our clients understand every aspect of our advice process.
Patrick Macdonald ASCI
International Financial Adviser
We advise and guide residents in the Marbella area on all aspects of finances. We are qualified and internationally regulated to give investment advice and have a full compliance team casting a second or third 'eye' on all our recommendations. We take fully into account your attitude to risk and base all recommendations on your personal outlook to contruct a truly bespoke investment portfolio which is legal and compliant in Spain whilst taking advantage of local tax benefits. Once we have you on board as a client we will conduct regular reviews and keep you up to date with changes in the industry and market conditions. Our advisors have lived and worked in Spain for many years. Please see a selection of client testimonials below.
Our unique international strategies help protect your assets and grow your wealth wherever you call home
