English Speaking Financial Advisors in Palma de Mallorca

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.