Call for FREE expert advice
0034 951 315 271 or 0034 951 318 529

Or drop into our office
Suite B062, Centro La Trocha 3C Coin, 29100, Malaga (Find us)

Our service

Our business focuses on what is important to our clients, our services are bespoke and we take our role as advisers very seriously. Informing clients of any legislation changes is part of our commitment to providing an ongoing high level of service. Our independence means we have no conflicts of interest with your investment choices.

We can provide you with advice and assistance with:

  • QROPS (reduce your marginal tax rate on pension income to less than 3% pa)
  • Spanish & UK Inheritance Tax Planning (often only slight changes are needed to reduce this liability dramatically)
  • Investments
  • Tax Planning (fail to plan – plan to fail – allow us to help reduce your tax liabilities)
  • Saving for the future
  • Retirement planning
  • Life Assurance
  • Sourcing a suitable Health Insurance Provider
  • Seeking a Foreign Exchange Solution
  • Free Financial Review

Or contact us today for more information – we cover a vast area geographically and are happy to organise a meeting either at our office or at a place convenient to you.

Our Charges

Our first meeting is always free of charge and should we go on to provide advice and arrange a contract on your behalf we will not normally charge you a fee for our services because we will receive commission from the provider.  If the work we do for you does not relate to investments on which commission is payable, we will charge a fee.  We will, of course, always notify you of such fees, in writing, before we carry out any work.

By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close