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Financial Advisers in Italy

If you are an expat in Italy your financial planning will need to meet your personal requirements within the very specific Italian tax and legal frameworks. Our internationally qualified, professional advisers are readily available to make certain you receive expert advice and superb service, bringing you peace of mind. A very important part of this service is to provide ongoing advice. This longer term approach means that you will continue to know that you will continue to be in good financial shape even if your circumstances change, the tax laws change (which happens often) or simply if economic conditions change.

Whether you want to simply know the benefits of a Polizza Assicurativa or QROPS (Qualifying Overseas Retirement Pension Scheme) currency issues or have more complicated matters you wish to discuss such as Residency or Inheritance tax in Italy and how it interacts with UK Inheritance Tax, please contact one of our advisers below.


Gareth has been working as a Financial Adviser in Italy since 2004. He began by providing financial planning advice exclusively to employees and retirees from the United Nations, but in 2010 decided to expand his service and use the knowledge he had accumulated to bring his services to a wider audience around Italy. He now travels the country helping mainly expats understand their tax reporting requirements and advising them on how to streamline their assets in the most tax-efficient way, thus enabling them to get the best returns on their money.

Gareth also speaks at events around the country on a regular basis and is the regular financial columnist for a number of local expat newsletters and publications. He ensures that he keeps his local tax and financial knowledge up to date through the many professional contacts he has made over the years.


Daniel has lived in 5 countries on 3 continents before settling with his wife and family in Italy, and so he appreciates the challenges of life as an expat. In 2004 Daniel started his own mortgage advice consultancy and business has since grown to provide overall financial planning advice, which includes investment strategies, wealth protection and retirement planning. Wherever possible Daniel takes a holistic view of your situation and needs, and can help you navigate your way through your financial life.

The Spectrum IFA Group member, TSG Insurance Services S.A.R.L. (Italy Branch), is an authorised brokerage in Italy.

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