IFA in Spain

All regions of Spain
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Financial Advisers in Spain

We are independent financial advisers in Spain. Spanish fiscal laws are very different from those in northern Europe so the approach to wealth and tax planning should be advised on by experts in local and international rules. This is where advice from a qualified professional at Finance-Spain.com comes into its own. So what do we do?

Financial advisor meeting clients in Spain

Independent Advice

Expert independent financial advice on investments, pensions, succession and tax planning.

Spain wealth management

Wealth Management

Tailored solutions to protect and grow your wealth from investment management to private banking.

Pension planning spain

Retirement Planning

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

Spanish compliant bonds

Spanish Portfolio Bonds

Spanish compliant bonds (or 'tax wrappers') are a tax beneficial home for investments.

Planning your estate in Spain

Estates & Succession

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

Spain and tax planning

Tax Planning

Tax in Spain needs particular mitigation. For example, did you know UK ISAs are taxable here?

SIPP or QROPS in Spain?</i>

SIPP or QROPS?

An International SIPP or a QROPS pension. Which works best for residents of Spain?

Old Mutual portfolio Spain

Portfolio Management

Bespoke investment portfolios designed to beat bank rates & inflation with minimum risk.

Spain and Brexit finance

Brexit Proofing

Protect your wealth against the potentially dangerous effects of a no deal Brexit right now.

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advisor recommendation

"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."

IFA review

"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."

wealth management review
wealth review

"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."

financial advisor review
good financial advisor

"Efficient"

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."

trustworthy financial advice

Protect Your Wealth

Our unique international strategies help protect your assets and grow your wealth wherever you call home

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