Tailored Wealth Solutions for Your Life on the Island
Navigate Tenerife’s unique financial landscape with expert guidance from Private Client Consultancy.
We specialise in helping expats and residents achieve financial peace of mind.
Choosing a good financial advisor can help you avoid unnecessary costs and a lot of time wasted, leaving you to focus on your goals.
A good financial advisor does more than manage your investments; they provide long-term strategic advice to help you preserve wealth, minimise tax liabilities, and secure your legacy.
Before you speak to one of our financial advisors, decide which aspects of your financial life you need help with. Look for financial advisors in Tenerife who offer:
Private Client Consultancy is an established, independent financial advisory firm working with clients across Spain, the UK, Europe, Switzerland and the USA.
Our Partners, Private Client Wealth Managers and Advisers are regulated and professionally qualified to at least Level 4 as recognised by the UK’s Financial Conduct Authority (FCA).
Working closely with our in-house technical and development team of experts, we create personalised solutions to meet each client’s objectives and provide financial peace of mind.
While our expertise is international, we have a deep understanding of the unique fiscal and lifestyle considerations of living in Tenerife and the wider Canary Islands, ensuring truly localised advice.
Our advisors are not just planners, they’re problem-solvers.
With decades of combined experience working with expatriates, we understand the challenges you face in Tenerife and across the Canary Islands.
From interpreting double taxation treaties to structuring international assets efficiently, we provide holistic strategies with your best interests at heart.
Discover our recent publications on everything relating to financial advice in Spain, wealth and the expat life.
We enjoy sharing and educating our expert insights and perspectives to help create a better future for all.
Absolutely.
Many of our clients split their time between Spain (including Tenerife) and other countries.
We can support you remotely or in person where needed, adapting our advice to your residency status.
Yes, financial advice in Spain is regulated.
Private Client Consultancy operates under strict regulatory frameworks, ensuring transparency and client protection.
We adhere to both Spanish and international financial regulations, including those applicable in the Canary Islands.
The Canary Islands operate under the Impuesto General Indirecto Canario (IGIC), which is generally lower (7%) than mainland Spain’s VAT (21%).
This impacts the cost of goods and services, as well as new property purchases.
Our advisors can explain how this benefits you.
Yes, we provide expert guidance on Spanish tax residency, the 183-day rule, and how it impacts your worldwide income and assets when living in Tenerife.
We can help you understand your obligations, including Modelo 720.
We often work collaboratively with existing advisors to ensure a holistic and seamless financial plan, especially when dealing with cross-border tax and inheritance matters unique to your situation in Tenerife.
Inheritance and Gift Tax rates can be lower in the Canary Islands compared to some other Spanish regions.
Our experts can provide tailored advice on how to optimise your estate planning under Tenerife’s specific regional rules.
Read more about inheritance tax in in the Balearic Islands here.
We believe in the importance of values and delivering what we believe in.
At Private Client Consultancy, we stand for unparalleled competence, unwavering credibility, and exceptional capability in all our services.
Our mission is to provide you with trustworthy, personalised wealth management services and advice tailored to your unique needs in Tenerife.
With a commitment to excellence, we ensure that every aspect of your financial journey is managed with the utmost care and professionalism, assisting you to achieve your financial goals with confidence.
One Goal. One Purpose. Wealth Management with Peace of Mind.
Whether you need a second opinion or a full financial review, we’re here to help.
Our advisors combine local knowledge with international expertise to provide clear, actionable guidance tailored to your goals.
Submit an enquiry today, talk to one of our expert advisers to start your personalised journey.