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About Asset management

All regions of Spain
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+ (34) 951 390 201
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Mon - Sat 9.00 - 21.00
Sunday Closed

About is managed by Patrick Macdonald - a qualified, regulated and experienced international financial adviser with a UK background who lives and works in Spain. He has a sound knowledge of the Spanish system and is continually keeping up to date with any changes in the local rules - especially those affecting tax, investments and pensions. Now that the UK has left the EU and with financial services reform EU wide it has never been more important to seek professional advice for your financial and estate planning as an expatriate.

Financial Institute

Patrick is a member of The Chartered Institute for Securities and Investment (CISI) in the UK.

IFA offices in Spain

IMPORTANT Information

Unlike many other websites advertising financial services in Spain we are not an information gathering company. There are many of these - they are not advisers but they 'sell' your information on to other companies. With you are making direct contact with a qualified adviser. Safeguarding your personal information and privacy is our priority. Never give your personal information to an unregulated company. Our aim is to deliver the highest standards of financial planning to our clients for many years - providing them with the security, high service levels and courteous professionalism they expect.

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