Discover how Private Client Consultancy bridges the gap between wealth management and lifestyle fulfilment for expats, retirees, families, and investors moving to Spain. Finance, property, legal, and insurance — all under one roof.
At Private Client Consultancy, we’ve always believed that financial advice is about more than numbers. It’s about people. It’s about lifestyle. It’s about creating the freedom to live the life you want — whether that means retiring in the sun, buying your dream home by the sea, or securing a legacy for your children.
We work with clients who are ambitious, thoughtful, and often at a pivotal moment in life. Maybe they’re relocating to Spain. Maybe they’ve built wealth and want to protect it. Or maybe they’re simply ready for something more — more time, more space, more meaning. That’s where we come in.
Most firms start with products. We start with people.
Before we talk about pensions, portfolios, or properties, we ask about what matters most to you. Is it lazy Sunday mornings on the terrace? Exploring Europe on weekend city breaks? Passing down a family home? We want to understand your vision — because true financial planning isn’t about selling a product, it’s about supporting a lifestyle.
This philosophy informs everything we do. It shapes our conversations. It directs our strategy. It even influences our partnerships — from real estate to legal advice and expat insurance. When you work with PCC, you’re not just getting a financial adviser or a property consultant — you’re getting a partner who understands both the numbers and the nuance.
What makes PCC different is how seamlessly we combine our wealth management, property consulting, legal support, and insurance services for expats.
Our clients don’t need to juggle multiple firms, repeat their story a dozen times, or worry about conflicting advice. Instead, they benefit from a fully integrated team that speaks the same language — and more importantly, speaks your language.
Our financial planners work side-by-side with our property professionals, legal experts, and insurance specialists. We talk. We share insight. We spot opportunities. We flag red flags. We anticipate hurdles. This collaborative approach means we’re not just helping you invest wisely — we’re helping you live wisely.
Whether you’re relocating to the Costa del Sol, protecting your assets, purchasing a home in Spain, or preparing your will, our advice is rooted in both financial logic and personal lifestyle goals. Because we know it’s not just about what you have — it’s about what you can do with it.
One of the most overlooked aspects of financial planning is the emotional weight it carries. Decisions about money often tap into fears, hopes, regrets, and dreams. At PCC, we acknowledge that. We respect it. And we make space for it in our conversations.
Clients regularly tell us that what they appreciate most isn’t just our technical expertise — it’s our empathy. We listen. We explain. We don’t rush or overwhelm. We understand that selling a family home, planning for retirement abroad, navigating Spanish bureaucracy, or moving overseas can be as emotionally taxing as it is financially complex.
By acknowledging the human side of wealth, we create deeper, more trusting relationships. And from that trust comes clarity — the kind that turns financial planning from a chore into a powerful, empowering experience.
We’ve helped countless clients turn big dreams into grounded, achievable plans. From expats starting a new life in Spain, to high-net-worth individuals restructuring their wealth, insuring their legacy, or drafting key legal documents — our approach delivers real results.
But more than that — it delivers real peace of mind. Because our clients know that their money isn’t just sitting somewhere in a fund or tied up in bricks and mortar. It’s working for them. It’s protecting them. It’s giving them the confidence to live fully, today and tomorrow.
Our tagline says it all. At PCC, we help you unlock the value of what you’ve built. We help you live the life you’ve imagined. And we help you thrive — financially, emotionally, and personally.
That’s what bridging the gap between finance and lifestyle means to us.
Whether you’re buying a home in Spain, applying for a Spanish visa, protecting your legacy, or investing for long-term peace of mind — PCC is here to guide you every step of the way.
With clarity, compassion, and cross-discipline expertise, we’re helping expats across the UK, Europe, the US, and beyond unlock a brighter future in Spain.
Disclaimer: Tax laws, rates, and reliefs are subject to change and may vary depending on individual circumstances and residency status. Any information provided on this website is based on our understanding of current regulations (or the date of when the content was published) and should not be considered personalised financial or tax advice. As tax obligations can differ across regions, countries and evolve over time, we strongly recommend seeking professional advice tailored to your specific situation before making any financial decisions.
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