Get expert advice from experienced, qualified professionals at

IFA in Spain

All regions of Spain
Free Consultations

+ (34) 951 390 201
Speak to an adviser

Mon - Sat 9.00 - 21.00
Sunday Closed

  • IFA in Spain

Financial Advisers
in Spain

Welcome to - Your international advisory service for cross-border financial planning, investment, savings and pensions to the expatriate community in Spain. We're here to help you. Whichever region of Spain you live in - we come to you! Call us on +34 951 390 201.

Tax mitigation in Spain

Tax Planning in Spain

Information on Modelo 720, Income tax, Capital Gains tax, Wealth tax, Inheritance tax and how to plan your financial situation around them.

Investment advisor in Spain

Wealth Management

Tax efficient strategies with Spanish compliant investments and managed portfolios from the best fund managers. Click to read more

Final Salary pension in Spain

Final Salary Pensions

Considering a transfer out of your UK defined benefits scheme? The first step is to speak with a properly regulated adviser. Click for more.

Planning your retirement in Spain

Retirement planning

QROPS, QNUPS & SIPP international pension transfers. Make the most of your retirement as an expat in Spain. Click to read more.

Send us a Message


"Expert knowledge"

Mr G. Anastasiou

"Many thanks to Patrick. He guided me through the process of transferring my funds with patience and expert knowledge. He also provided sound advice on the pitfalls I would have faced in Spain without his insight"


"Patient and understanding"

Mr N Fyvie

"We needed to switch our existing investment from a financial investment company that we no longer trusted and I opted to choose Patrick. He listened to our needs for a low risk investment, explained what was our best option and guided us through the application. He was professional, patient, understanding and very helpful."


"No no-nonsense approach"

Mr J Floyer

"I have been particularly impressed with the clear information and no-nonsense approach. Making investments in Spain can be a minefield but the resources for tax information have given me a lot of confidence. I was looking for a conservative investment and am very happy with the initial process, the progress of the fund and the periodic updates and advice thereafter."



Mr S and Mrs M Thompson

Patrick inspired confidence from our first meeting. He is approachable, knowledgeable and very efficient. Patrick communicates at every step in the process and his professionalism makes you feel at ease. We cannot recommend him highly enough