English Speaking Financial Advisors in Marbella

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.

Global wealth management firm providing specialist financial advice for expatriates living in Spain. Authorised and regulated by the Cyprus Securities and Exchange Commission (CIF Licence 287/15), offering services across the EU on a cross-border basis. Expertise in UK pension transfers (SIPPs, QROPS), retirement planning, investment management, tax planning, and estate planning for British and international expats. Comprehensive services include cross-border tax advice, wealth management, inheritance and succession planning, property investment guidance, and education fees planning. The firm helps clients navigate the complexities of Spanish tax residency, Modelo 720 declarations, and the interaction between UK and Spanish tax systems. Multilingual advisers provide personalised, long-term financial relationships with a focus on transparent, unbiased advice.