IFA in Mijas, Benalmadena, & Fuengirola

Whether you have lived on the Costa del Sol for years or have just arrived you probably know that things are done differently here. None more so than in the financial world. That's why it is important to seek out professional, regulated advice when it comes to questions about tax, investments and retirement planning. This is where we can help. We are regulated and qualified independent financial advisers living in the area with years of experience of the Spanish system (and how to get the most out of it as a 'foreigner').
Given that any financial decision is an important one we feel it is preferable that you meet your adviser face to face (whether at your own place or in our office). Even if you already have a UK based IFA (Independent Financial Adviser) you should know that their license is unlikely to cover you as a resident of Spain and their knowledge of the Spanish system will doubtless be sparse. Further, any UK based investments (such as UK ISAs) are not tax compliant in Spain. This could lead to a nasty tax bill down the line!

What to expect from us.
1) A qualified and experienced adviser living in the area
2) An adviser well versed in the UK and Spanish tax/financial systems.
3) Expert advice and information on minimising your exposure to Spanish tax.
4) Financial planning to a high standard with free initial consultations - face to face.
5) Tax mitigating investment and pension solutions.
6) Impartial assesment of existing pension arrangements.
7) The choice between fees or commissions - and complete transparency on both.
8) Investments entirely dictated by your attitude to risk - starting from the very cautious.