Welcome to Expat Financial Advice Spain
Financial advice in Spain - How we help you....
Expat Financial Advice Spain specialises in helping expatriates living in Spain, backed up with qualified and regulated financial advisers in Spain, to protect and enhance their financial resources. Our aim is to create and provide solutions for expatriates and all English speaking foreign residents by way of a broad range of products, services and advice. We will work with you to plan your money to make the most of the opportunities offered by the expatriate lifestyle. In short we will help you protect and enhance your wealth.
"A goal without a plan is just a wish"
Antoine de Saint-Exupery
We can help you with
- Inheritance Tax Planning
- Retirement Planning
- Guide to making a Successful QROPS (Qualifying Recognised Overseas Pensions)
- Mortgages
- Life Assurance
- Corporate Financial Planning
- Health Insurance
- Offshore wealth management
- Currency Exchange Rates
Call on
We employ qualified and experienced advisers. For example, Barry Davys, a qualified expatriate IFA with over 23 years experience in financial services, including advising expatriates. This IFA lives in Spain with his family. Consequently, he is aware of the potential pitfalls with pensions, inheritance tax, insurance and day to day financial life. Here is a small selection of from his clients.
Barry Davys, who runs the expat website Expat Financial Advice Spain, is a proud member of The Spectrum IFA Group,
The Spectrum IFA Group is an independent, pan-European organisation that specialises in Financial Planning for expatriates and people in the International Community. We are licensed throughout the EU and have offices in 6 Countries in Europe. We have advisers along the entire Spanish Mediterranean coast from Barcelona and the Costa Brava in the North to Gibraltar in the south, together with offices in Madrid, two in Costa Blanca and one in Costa del Sol. And if you move from Spain to France, or indeed back to the UK or your home EU country, we can continue to assist you. The Spectrum IFA Group is regulated in Spain and maintains a programme of continuous professional development and training to ensure the best quality and up to date knowledge of
the varying rules and regulations in Europe.
"Your financial security is based on you keeping control but getting the right advice and on an ongoing basis"
Call on
To help you stay informed of the major changes which affect an expat's finances you may request our newsletter here
News Alert
Download our FAQ factsheet Here
Recommended Financial Advisers Recommended Financial Advisors Financial Advisers Barcelona Financial Advisors Costa Brava Financial Advisers in Spain Inheritance Tax Independent Financial Advisor Financial Planning Offshore Tax Planning Expat Spain Currency Exchange Rates