English Speaking Financial Advisors in Madrid

Leading international financial advisory firm specializing in cross-border financial planning for expatriates living in Spain. Over 30 years of experience providing comprehensive financial advice including retirement and pension planning (QROPS), life assurance, investment management through insurance wrappers, succession and inheritance tax planning, currency exchange, and mortgage advice. Expertise in navigating Spanish tax systems including capital gains tax, wealth tax, gift tax, and inheritance tax across Spain's 17 Autonomous Communities. Licensed across the entire EEA with Brexit-proof financial solutions. All advisers are expatriates themselves, understanding the unique challenges of living abroad. Services include regular financial reviews, tax and legal updates, and personalized ongoing support. Trusted by clients for over 30 years with excellent Trustpilot reviews.

Independent financial advisers in Spain specialising in regulated cross-border planning for expatriates. Services include international pensions (QROPS and International SIPP), Spanish-compliant investment structures, tax-efficient retirement planning, wealth management, estate and succession planning, portfolio management, and Brexit-proofing strategies. Expert advice on Spanish tax considerations including Wealth Tax and Modelo 720 declarations. Consultations delivered online nationwide via WhatsApp and video calls. Plain-English guidance on UK inheritance tax changes affecting expats, pension transfers, and tax-efficient investment solutions tailored for residents throughout mainland Spain, Balearic and Canary Islands.