Expert advice from experienced, qualified advisers.

Finance and Wealth Management Marbella

Nueva Andalucia
Marbella 29660

+ (34) 951 390 201

Mon - Sat 9.00 - 21.00
Sunday Closed

  • advisor in Marbella

Financial Advisers
in Marbella

Welcome to - Your gateway to independent financial advice as a resident of Marbella, Spain. Why us? Because we are strongly regulated, have experienced, qualified advisers living in the area and are at the leading edge of wealth management. Call us on +34 951 390 201.

Tax mitigation in Spain

Tax Planning in Spain

With the new 'Common Reporting Standard' rules it has never been more important to structure your finances properly as a resident of Spain

Investment advisor in Spain

Wealth Management

Spanish compliant investments, structuerd for maximum tax efficiency using some of the world's best fund managers. Click to read more

Final Salary pension in Spain

Final Salary Pensions

UK Defined Benefits pensions need careful, professional consideration for any potential transfer out. Click to read more.

Planning your retirement in Spain

Retirement planning

Qualified, professional and in depth assessment of your UK pensions and their suitability as a Spanish fiscal resident. Click to read more.

Get In Touch


"Advice & Guidance"

Mrs C Treharne

"Patrick has given me excellent advice and guidance. He gave me confidence from the first time we spoke and has always been approachable, even when I felt I was asking stupid questions! First class,service!"


"Extraordinarily helpful"

Mr N Fisher

"Patrick has been providing advice with regard to Spanish compliant bonds and my QROPS transfer and investment for a number of years and he is extraordinarily helpful and always available. What also impresses us is that he acknowledges when he does not have an immediate answer to a technical question but will then research the question and provide an answer as soon as practicable. He also manages to explain things in a language even I can understand."


"Pension overhaul"

Mr M Rimell

"I came to see Patrick and his team 2 years ago as my pension was under performing and I was unhappy with the advice that I was receiving from my previous advisors. My pension was given a complete overhaul by Patrick and I'm pleased to say that my pension is performing positively again. Thank you Patrick."



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