English-Speaking Financial Advisors in Spain

  • Jason
    Jason is an Senior Wealth Manager based in Marbella, providing financial advice to expats across Europe. He has 12 years’ experience working within the financial services industry and fully qualified to UK standards (QFA & CeMAP). He is fully independent and does not charge any advice fees. Expert guidance provided in the following areas: Retirement planning, Savings & Investment advice, Offshore Pension advice (QROPS), Tax Planning, Succession Planning.

Financial Consultancy Services

Offshore Pension advice (QROPS)

Who is this service for?

If you are an expatriate and you have a pension pot which is worth over £70,000 you may be able to release it from the restrictive UK system and it’s ever changing rules entirely. If your pension value is between £30,000 and £70,000 we now have exclusive access to cost effective products that could mean a transfer is beneficial. 

Benefits include: Leave ALL unused pension funds to your beneficiaries free of UK IHT (Inheritance Tax); Much greater investment freedom; Tax free lump sum of up to 30%; Take income from your pension in a much more tax efficient way.

What does this service consist of?

  • Initial discussion to discuss existing pensions
  • Request of information from existing pension providers
  • Free Report and recommendation sent via email including a brochure for the QROPS provider
  • Follow up discussion to explain the detail and answer any initial questions
  • Apply for the QROPS and complete necessary paperwork and ID requirements
  • Ongoing support and wealth management

Code of Reasonable Fees

Our clients can expect to receive a quotation that is at or below the recommended guideline prices by our local Professional Body.

Free Support Services Included

When combined with the free and innovative Advocate Abroad support services you can be sure that you are obtaining completely transparent legal services from registered and regulated English-speaking lawyers abroad.These support services include:

  • Verification of the regulatory status of your lawyer.
  • Fees as recommended by the Local Professional Body
  • Fees specified in advance and legally guaranteed.
  • Service levels agreed in advance and guaranteed.
  • All professionals must hold professional indemnity insurance.
  • Professionals' proficiency in English monitored.
  • Continuous quality controls and reviews.

Retirement planning

Who is this service for?

Imagine that you are retiring tomorrow?  How much money would you like to or need to write yourself a cheque for
to ensure that you will have enough in the bank to last you, your spouse and possibly even your family for one year in retirement?

One of the most fundamental issues for you to think about when deciding on your financial planning options is to make sure that you are preparing for your retirement sufficiently and appropriately. Many expatriates do not get ahead in the retirement race by saving hard as they are scared of this approach encroaching on their standard of living today. However,  with careful planning it is easy to get ahead without hindering your current lifestyle.

What does this service consist of?

  • Initial discussion to determine your retirement goals and current circumstances
  • Free Report and recommendation sent via email
  • This will include a step by step guide as to the best course of action
  • Follow up discussion to explain the detail and answer any initial questions
  • Ongoing support and wealth management

Code of Reasonable Fees

Our clients can expect to receive a quotation that is at or below the recommended guideline prices by our local Professional Body.

Free Support Services Included

When combined with the free and innovative Advocate Abroad support services you can be sure that you are obtaining completely transparent legal services from registered and regulated English-speaking lawyers abroad.These support services include:

  • Verification of the regulatory status of your lawyer.
  • Fees as recommended by the Local Professional Body
  • Fees specified in advance and legally guaranteed.
  • Service levels agreed in advance and guaranteed.
  • All professionals must hold professional indemnity insurance.
  • Professionals' proficiency in English monitored.
  • Continuous quality controls and reviews.

Savings & Investment Advice

Who is this service for?

We know it is very easy to fall in to the ‘live for today’ mindset and not plan for the future when you’re living overseas. Thus, we have devised this simple, step by step report to show you how to take your financial future seriously, and avoid being one of those expatriates who returns home with nothing more than a mass of photos and memories - and perhaps even debt!

 

What does this service consist of?

  • Initial discussion to determine your investment goals and current circumstances
  • Free Report and recommendation sent via email including a brochure for the recommended provider
  • Follow up discussion to explain the detail and answer any initial questions
  • Apply for the investment and complete necessary paperwork and ID requirements
  • Ongoing support and wealth management

Code of Reasonable Fees

Our clients can expect to receive a quotation that is at or below the recommended guideline prices by our local Professional Body.

Free Support Services Included

When combined with the free and innovative Advocate Abroad support services you can be sure that you are obtaining completely transparent legal services from registered and regulated English-speaking lawyers abroad.These support services include:

  • Verification of the regulatory status of your lawyer.
  • Fees as recommended by the Local Professional Body
  • Fees specified in advance and legally guaranteed.
  • Service levels agreed in advance and guaranteed.
  • All professionals must hold professional indemnity insurance.
  • Professionals' proficiency in English monitored.
  • Continuous quality controls and reviews.

Succession Planning

Who is this service for?

Your previous financial adviser may not be able to introduce you to the potentially tax saving and financially enhancing opportunities available as you find that their focus and expert knowledge is based in your home country alone.

Furthermore, a local adviser in your new nation is highly unlikely to understand your unique expatriate status, how that relates to any tax saving potential in the nation in which  you are residing, and how you need to structure your affairs appropriately in case you should ever want to repatriate or relocate elsewhere. Planned correctly, a move to another country, including back to the UK, can have some very special future tax advantages.

What does this service consist of?

  • Initial discussion to determine your tax liability and current circumstances
  • Free Report and recommendation sent via email including advice on how to minimise succession taxes
  • Follow up discussion to explain the detail and answer any initial questions
  • Apply for to new provider and complete necessary paperwork and ID requirements
  • Ongoing support and wealth management

Code of Reasonable Fees

Our clients can expect to receive a quotation that is at or below the recommended guideline prices by our local Professional Body.

Free Support Services Included

When combined with the free and innovative Advocate Abroad support services you can be sure that you are obtaining completely transparent legal services from registered and regulated English-speaking lawyers abroad.These support services include:

  • Verification of the regulatory status of your lawyer.
  • Fees as recommended by the Local Professional Body
  • Fees specified in advance and legally guaranteed.
  • Service levels agreed in advance and guaranteed.
  • All professionals must hold professional indemnity insurance.
  • Professionals' proficiency in English monitored.
  • Continuous quality controls and reviews.

1 Financial Advisors Offering Services in Spain

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