One Goal. One Purpose.

Wealth Management with Peace of Mind

We secure your financial goals with expert wealth management services tailored for expatriates and locals in Europe.

What We Stand For At Private Client Consultancy

We believe in the importance of values and delivering what we believe in.

At Private Client Consutlancy Wealth, we stand for unparalleled competence, unwavering credibility, and exceptional capability in all our services.

Our mission is to provide you with trustworthy, personalised financial advice tailored to your unique needs.

With a commitment to excellence, we ensure that every aspect of your financial journey is managed with the utmost care and professionalism, empowering you to achieve your financial goals with confidence.

One Goal. One Purpose. Wealth Management with Peace of Mind.

Our Wealth Management Services

Our services have been tailored to give you an overview of financial products to suit you where you are in your life and the goals you hope to achieve.

Our services cater to expats in Spain, the EU, Switzerland, and the USA, and we excel at delivering first-class financial solutions that drive real results.

Whether you’re looking to grow your investments, plan for retirement, or optimise your tax strategy, we’re dedicated to improving your financial situation and helping you thrive.

With Private Client Consultancy, you can expect more than just financial advice, you can expect a partnership built on trust, expertise, and a commitment to your success.

Why You Should Trust Our Financial Expertise

At Private Client Consultancy, we believe that success starts with the right people.

From the very beginning, we’ve built our team around professionals who share a deep commitment to quality, integrity, and personalised service.

This foundation allows us to consistently provide the highest standards of financial advice and support, helping clients make informed decisions that not only manage their wealth but empower them to secure a better future.

Our independent experts are qualified to assist you with the nuances of financial planning considerations for people living abroad.

By getting to understand your personal situation, we can give you the best solutions to improve your wealth management.

Clarity, transparency and information are all part of our values. The success of our wealth management firm rests on our clients trusting the information and advice we provide. 

We understand that wealth management is about more than just numbers, it’s about creating lasting security and opportunities for our clients to achieve their life goals.

Our core values guide everything we do, ensuring that our clients receive personalised solutions that are aligned with their individual needs.

When putting this company together, the one thing I wanted to achieve more than anything else was to have the right people on the bus and not compromise one iota on the standard of those people. I knew that if I could get that right, the standard and quality of advice and service we could give to our clients would be phenomenal.

At Private Client Consultancy, we believe in the importance of values and delivering what we believe in. Values... more importantly, core values—those should never change. Above all else, these values boil down to helping people to do the right thing with their money.”

Andy Oliver - CEO of Private Client Consultancy Wealth Management - Home Page Image attached to describing the philosophy of the company

We Work Closely With These Industry Leaders

We pride ourselves in providing a life-enhancing financial planning experience for every one of our clients. We achieve this by carefully selecting top-in-the-industry companies to partner with.

Ready To Prepare Your Future?

Don’t wait to secure your financial future. At Private Client Consultancy we’re all about wealth management with peace of mind that means assisting you reach your financial goals hassle free.

Submit an enquiry today or talk to one of our expert advisors to start your personalised wealth management journey

Upcoming Wealth Management Events

We believe that knowledge is the cornerstone of effective wealth management.

Our exclusive events, seminars, and webinars are designed to empower you with expert insights and timely information.

Join our specialists as we explore key financial topics for expatriates and locals, helping you navigate your financial journey with clarity and confidence.

No event found!

Latest News & Insights

Discover our recent publications on everything relating to finance, wealth and the expat life.
We enjoy sharing and educating our expert insights and perspectives to help create better future for all. 

Inheritance Tax in The Canary Islands A 2025 Expat's Guide - Featured Image

30 Sep 2025

Inheritance Tax in The Canary Islands: A 2025 Expat’s Guide

Smarter International Pensions in Europe The Expat’s Guide to Retiring Well in Europe - Featured Image

26 Sep 2025

Smarter International Pensions in Europe: The Expat’s Guide to Retiring Well in Europe

PCC News - Navigating Spain Tax Changes in 2025 News for High-Net-Worth Investors

24 Sep 2025

Navigating Spain Tax Changes in 2025: News for High-Net-Worth Investors

Retiring to Spain vs Portugal A US Citizen's Visa & Finance Guide - main image

19 Sep 2025

Retiring to Spain vs Portugal: A US Citizen’s Visa & Finance Guide

We’ve Moved Offices on 1st August 2025!

Private Client Consultancy is excited to announce that we have moved to a brand-new office space, designed to better serve our clients and reflect our continued growth.

Effective Date: Friday, 1st August 2025
New Address: Urb Jazmin De Miraflores, C. Jazmín, 2, Mijas Costa 29649, Malaga, Spain
Our phone numbers and email addresses remain unchanged.

All in-person meetings scheduled from 1st August onwards will take place at our new location. Please update your records accordingly.

We look forward to welcoming you to our new space!