Welcome to Expat Financial Advice Spain
What we do...
Expat Financial Advice Spain specialises in helping expatriates living in Spain to protect and enhance their finances. 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.
We can help you with 
- Investment Advice
- Inheritance Tax Planning
- Retirement Planning
- QROPS (Qualifying Recognised Overseas Pensions)
- Mortgages
- Life Assurance
- Corporate Financial Planning
- Health Insurance
We employ qualified and exeperienced advisers. For example, I am an English Chartered Institute of Insurance qualified expatriate with over 22 years experience in the UK financial services market, including giving advice to expatriates. I live in Spain with my family. Consequently, I am aware of the potential pitfalls with investments, pensions, inheritance tax, insurance and day to day financial life. Expat Financial Advice Spain is a proud member of The Spectrum IFA Group, a pan European group allowing its members to advise people in many different countries. If, for example, you move from Spain to France, or indeed back to the UK or your home EU country, we can continue to assist you. We have advisers along the entire Spanish Mediterranean coast from Barcelona and the Costa Brava in the North to Gibralter in the south, together with an office in Madrid. Membership of the Spectrum group also ensures that we are kept up to date with the varying rules and regulations in Europe. To help you stay informed of the major changes which affect an expat's finances you may request our newsletter here
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