Services

We help individuals and families living in Spain organise their financial lives in a way that works here - clearly, appropriately and without unnecessary complexity.

Financial Planning

We begin by understanding your full financial picture — pensions, investments, savings, income and long-term priorities.
This allows us to build a plan that supports the life you want today and in the future, with decisions made on a solid foundation.

Retirement & Future Income Planning

Whether your pensions or retirement assets are in the UK, US or elsewhere, we explain your options and help you structure future income in a way that is sustainable and tax-appropriate for Spain.

Investment Structure & Portfolio Management

We ensure your investments are held and managed in a way that suits your goals, risk profile and Spanish tax considerations.
This may involve reviewing existing portfolios or redesigning them where helpful.

After Your Plan Is In Place

Once your arrangements are set up, we continue to support you over time so your financial life stays aligned as things change.

Coordination with Tax & Legal Professionals
Where needed, we work alongside your accountant, tax adviser or legal professional — or introduce trusted specialists — to ensure everything is implemented correctly and confidently.

Ongoing Advice & Review
Your circumstances, tax position and objectives will naturally evolve. We provide ongoing guidance, annual reviews and adjustments so your planning continues to support your life here in Spain.

For US Clients Living in Spain

For Americans in Spain, managing investments can be uniquely complex due to PFIC rules and constraints on overseas advisers.

We can help you:

Maintain and manage existing US investment accounts
Avoid unnecessary tax complications
Align US-based assets with Spanish residency and long-term planning
Coordinate with US and Spanish tax professionals where appropriate