Expat Financial Advice Spain

 

Wealth Management

 

Wealth Management is available for discerning clients who need their affairs structured for their needs and subsequently for their families. Using the services of professional investment managers and discretionary advisers clients can access a range of services beneficial to those with more wealth.

Our services include:

  • Cross border financial planning

  • Protecting your wealth

  • Structuring your affairs in an efficient manner

  • Yacht and aircraft registration services

This service is typically used by clients with investments in excess of ₤1m (2m €,$2m).  If you believe that you qualify for these services, please call us on +34 645 257 525  in confidence  for more details.

Barry Davys is a Spectrum IFA Group partner
Baskerville Advisers S.L. CIF B 63/137 020
Correduria de Seguros: No de Registro RDGS J2306
Paseo de Gracia 63, Principal, 2a, 08008, Barcelona.
Seguro responsabilidad civil AIG Europe No 0131900503