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Financial Advisor Spain

Seeking assistance with your financial management in Spain?

If so, you’re not alone.

Many British Expatriates living in Spain are too and could greatly benefit from financial guidance.   

Hours of Operation

9:00 AM – 05:30 PM
Spanish Time

Why You Should Consider Our Financial Advisor In Spain

Choosing a good financial advisor can help you avoid unnecessary costs and a lot of time wasted leaving you to focus on your goals.

Financial advisors in Spain aren’t just for rich people as some might think—working with one is an excellent choice for anyone who wants to get their personal finances on track and set long-term objectives.

Before you speak to one of our financial advisors, decide which aspects of your financial life you need help with.

You’ll want to explain all of your money management needs.

Depending on where you are in life, you may not need comprehensive financial planning. People whose financial lives are relatively straightforward, like young people without families of their own or without significant debt, might only need help with retirement planning and as a first-time buyer, mortgage advice.

In addition to investment management, financial and retirement planning, as financial advisors, we also offer emotional support and perspective during volatile economic times.

Happy Retired couple who received Expat Pension advice from PCC Wealth

Our Financial Advisor Spain Offers The Following Services

Financial Advisors Spain - Inheritance & Succession service

Inheritance and Succession

Inheritance & succession is about creating a life plan for investments and wealth management as an individual.

Financial Advisors Spain - Retirement Planning

Retirement Planning

Retirement planning involves determining retirement income goals and what’s needed to achieve those goals. 

Financial Advisors Spain - Investment Services


With various options available to our clients, we can find the optimum portfolio to suit your specific needs. 

Financial Advisors Spain - Financial Protection

Financial Protection

You will want to plan to protect your money, especially in your later years. We can help you feel secure.

We assist our clients throughout their entire investment journey to help them achieve their financial goals and financially protect their loved ones and their futures. 

Still unsure about which service you require? Get in touch with one of ou financial advisor in Spain today.

Financial Advisor With A Duty And Obligation To Find Solutions For You

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).

We have local teams live and work throughout Spain and the UK. As well as in-depth knowledge of tax and financial planning issues for UK nationals living in their region, most of our team has the personal experience of being expatriates themselves.

Working closely with our in-house technical and development team of experts, creating personalised solutions to meet each client’s objectives and provide financial peace of mind is always our aim.

Financial Advisor Spain

We Provide More Than Basic Financial Advice & Services

We offer a wide range of services, each personalised to your own circumstances. 

Contact us today to arrange a consultation with one of our professionally qualified Wealth Advisors and see what Private Client Consultancy can do for you.

Our Spain office is based in Mijas Costa and our Advisers are available throughout Spain to assist you with any of the following and more:

  • Corporate Services
  • Expatriate Tax Planning
  • Pensions and Plans for Your Retirement
  • Portfolio Management
  • Property Investments
  • Property Investments
  • Succession Planning
  • Tax Complexities
  • Transference of Assets
  • Will writing

We also provide Insurance for your peace of mind.

You can find out more information about this and apply for a quotation by visiting the following website:

Private Client Consultancy Insurance

Your Next Step - Get In Touch With A Financial Advisor In Spain

For further information about financial advice in Spain please contact our Spain office or submit a form.

23 & 24 Jardin Botanico, Urb Torrenueva de Mijas Costa, 29649

Where did you hear about us?
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