With a wealth of experience and a commitment to excellence, our team are experts in Spanish and expatriate personal and business finances.
Jason has been an adviser for 13 years. His ability to understand his client’s needs and tailor-make unique solutions, has led to an excellent client reputation within the industry.Having relocated to Spain from...
Robin is an experienced manager dealing with day-to-day financial planning and wealth management for expats throughout the world. With over 100 private clients & AUA of over $40m, Robin’s areas...
Henry started his career in 2015 within the financial services sector. Over this period, he gained experience and knowledge of investments, tax-efficient saving plans, and general financial planning. His priority...
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...
Jonathan Ralph is a UK national and seasoned expat. He began his career in China, before moving on to positions in France, the UK and eventually settling in Spain. He...
If you would like to own overseas property, perhaps investing in property in Spain would be a fine idea. Read how you can do it in our blog.
The Spanish Non-Lucrative Residence Visa allows you to live in the country if you can prove you have the necessary income to support yourself.
Managing your investment portfolio as an expat isn't an easy task. In our blog, we share investment tips that will make its management easier.
Where you choose to retire can have a significant impact on pension. Here, we look at what you need to know about the UK state pension if you are looking to retire in Spain.