Financial Advisers in Spain

Independent financial planning advisers* to the English speaking expatriate ( expat ) community in Spain. All our advisers live in Spain, are experienced and qualified. Our team of experienced advisers is based in and around a number of major centres:

Barcelona & Costa Brava | Madrid | Costa Blanca | Costa del Sol | Mallorca & Menorca | Murcia & Almeria

The synergies achieved by working within a group environment allow our advisers to draw on considerable and varied expertise to enhance the service offered to our clients. Our role is to create and provide financial planning solutions for expatriates and foreign residents in Spain.

Our internationally qualified, professional advisers are readily available to make certain you receive the best possible advice and superb service, bringing you peace of mind for the following areas: Qualifying Recognised Overseas Pension Schemes (QROPS) – Health Insurance Spain – Investment Insurance in Spain – Mortgages in Spain – Life Insurance Spain – Pensions in Spain

* All financial planning advice is provided using and within Insurance contracts that are highly tax efficient in Spain. Investment Management services within the Insurance Contracts are provided by Investment Management Institutions. Spectrum’s role is to provide the Insurance Intermediation advice and to assist clients in their choice of Investment Management Institution.

The Spectrum IFA Group member, Baskerville Advisers S.L., is an authorised insurance brokerage operating throughout Spain. The Development Director for Spain [based in Barcelona] is Jonathan Goodman. Tel +34 93 665 8596 Mob +34 609 768 359 jonathan.goodman@spectrum-ifa.com

Or contact us directly through the form below:

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