Role: Wealth Manager
Location: Spain
As a Wealth Manager at Private Client Consultancy, I support clients across Spain, the EU, and Switzerland in navigating the complexities of cross-border financial planning.
With a background in Business Management with Law and experience living and working in Spain and the EU, I bring a strong analytical mindset and an international perspective to every client relationship. My work focuses on wealth preservation, retirement planning, and inheritance tax efficiency, always with the goal of providing clear, tailored guidance that aligns with each client’s unique goals and circumstances.
I’m committed to open communication, transparency, and building long-term, trust-based relationships that empower clients to make confident financial decisions.
Outside of work, I enjoy fitness, travelling, and experiencing new cultures. These interests keep me energised, motivated, and open-minded in both my personal and professional life.
UK State Pension update for EU residents
From April 2026, the rules around voluntary National Insurance contributions for people living outside the UK are changing.
If you live in the EU and expect to rely on the UK State Pension, it may be worth reviewing your position while current options remain available.
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