About us
Living in Spain should feel settled — your finances should too.
Many people arrive in Spain with pensions, investments and financial decisions shaped by another country. The challenge is that those structures rarely translate cleanly here. The tax system is different, the products are different, and so are the assumptions behind financial planning.
Our role is to help you make your financial life fit your life in Spain. Clearly, confidently, and without unnecessary complexity.
Our approach
There’s no rush, no pressure, and no jargon.
We start by understanding your situation:
your goals, your family, what you’ve built so far, and what you want life here to support.
From there, we help you structure your finances so they are:
- Tax-efficient under Spanish rules
- Aligned with how you’re living now
- Flexible and resilient over the long term
- Clear and easy to understand
It’s about creating something that feels settled.
Like your life here.
About the founder
My name is Paul Coleman. I was born in the UK, but I’ve lived in Spain since I was ten years old. I was educated here, and I speak Spanish and Catalan fluently. Spain isn’t somewhere I relocated to later in life, it’s home.
Because of this, I have a natural understanding of both British and Spanish cultures and financial systems.
I’ve spent my career working with individuals and families whose financial lives span more than one country.
Ready to talk?
Book a Financial Check-In and we’ll start by understanding your situation, your priorities, and what clarity looks like for you.