Independent Financial Advisers and Wealth Management in Spain

Below we list English-speaking independent financial advisers who can help you manage your financial affairs in Spain.

We offer you the opportunity to list your own business for free.

Get a basic listing by filling out our simple submission form…

So why do you need professional help from a financial advisor?

Because Spanish fiscal laws are very different from those in northern Europe so an expert in local and international rules will be able to guide you in terms of getting the most effective wealth and tax planning methods.

Services you may be looking for:

Tax Planning

Planning of taxation in Spain needs careful attention to issues such as the Spanish Wealth Tax and Modelo 720.

Brexit

Protect your wealth as a result of the effects of Brexit.

Portfolio Management

Investing in stocks, shares, bonds, cryptocurrency etc.

Estates and Wills

Advice on the many differences between succession and estate issues in Spain and northern Europe.

Retirement Planning

Planning to retire in Spain? Understand your legal and tax implications in order to enjoy your life in the sun in your later years.

Pensions

As an expatriate you may be able to benefit from an international pension such as QROPS in Spain.

Holborn Assets – Sam Daynes (DipFA & CeMAP)

Business Address:
Bloque E, Oficina 39,
Centro de Negocios,
Puerta de Banus,
Carretera Nacional 340, Km. 175,
Nueva Andalucía,
P.O Box:29660

Telephone: 0034 951086104 / 0034 695539267

Email: zoe.cray@holbornassets.com

Type of Business: Financial Advice

Towns or Areas Covered: All of Spain

Best Features:

Financial Planning
Investment Planning
Retirement Planning
Property Investment

Main Description:

We all want a more secure financial future, and the best way to achieve it is through proper financial planning.

Our services cover a broad range of financial planning components that are crucial to improving both your current and future financial situation.

From portfolio management to retirement planning, Holborn Assets have the solutions and expertise available to help you reach your financial goals.

We understand that every situation is different and everyone has different needs. For this reason, we take a personal approach with clients, building a close working relationship to help you reach your goals.

Once we have a solid understanding of your goals and needs, our specialist advisers will develop a strategy and work with you, getting you to where you want to be.

No one can predict the future and things in life change. That’s why we continue to work closely with clients, reviewing and tweaking your strategy if needed. That way, you’re prepared, no matter what life throws at you.

Holborn Assets have offices globally, meaning you have access to a world of financial solutions. As a client of Holborn Assets, you will benefit from the broadest range of products in the market, with solutions built to match your needs.

Our client services team are on hand to answer any questions you may have. Alternatively, you can speak to one of our expert advisers directly.

We recommend Sam Daynes who has qualified in Level 4 Diploma in Professional Financial Advice (DipFA through the London Institute of Banking and Finance LIBF). He has also achieved the full CeMAP (Certificate of Mortgage Advice and Practice).

Sam Daynes has been a financial adviser for over 23 years. He enjoys spending time with his clients, to really understand their needs, requirements and goals. In doing so, this ensures he builds individual, tailor-made solutions. Through his many years of experience, he has developed an in-depth understanding of all aspects of the financial sector.

Contact Sam now by clicking the image below to get a FREE financial review and see if he can help you further…

Haven Consultants

Business Address:
Avenida Gran Canal 11,
Alcudia,
07400,
Mallorca

Telephone: +34 653283400

Email: fmcgrath@haven-consultants.com

Type of Business: International Wealth management

Towns or Areas Covered: all of Spain

Best Features:

Haven’s team of independent advisors have at their disposal a vast range of high level products thanks to our strategic alliances with some of the largest financial institutions in the world. This enables us to provide our clients with an independent higher level of service. Ensuring their needs are met and targets achieved is our priority.

◆ Wealth Management Solutions
◆ Asset Management
◆ International Tax Planning
◆ Retirement Planning
◆ Pensions & Pension Transfers
◆ Education Fees Planning
◆ Trusts and Wills
◆ Death Tax and Inheritance Planning
◆ Life Insurance & Critical Illness Cover
◆ Offshore Banking & Offshore Company Formation
◆ International In House Mortgage Advice
◆ Iternational Health Cover

Main Description:

Helping clients prepare for the future is our business, and we conduct ourselves with honesty, integrity and professionalism.
From investments to insurance, Haven’s Wealth Management expertise provides unbiased financial planning solutions for clients worldwide.