Haven Financial Advisers
Financial Advisors in Málaga
- Speaks English
- Unclaimed listing
- Málaga
About
Independent fee-only financial advisory firm with over 24 years experience advising corporate and individual clients in the UK and worldwide expats. Specializes in providing professional financial advice for expats and yacht crew in Spain. Services include pension transfers (QROPS), yacht crew mortgages, savings and investments, retirement planning, and wealth management. Uniquely offers fee-based advice rather than commission-based, setting them apart from traditional commission-hungry salespeople. Led by Sandy, who has a reputation as the "go-to" person for yacht crew mortgages and investments. Provides personalized financial planning with 10+ years running financial management and wealth management offices in the UK and Spain. Serves Malaga and Costa del Sol area from Palma office.
Specialties
- General Services
Languages
- English