Getting Easy to Understand Financial Advice
I have been living in Spain now for 10 years. I fully understand that bureaucracy can be extremely frustrating, not to mention the constant changing of rules, laws and systems that can sometimes leave you bewildered and not knowing where to turn. When it comes to getting Financial Advice – one of the most important things you have to embark upon when settling in Spain – it is very important that you can have not only trust in the person you are talking to, but you can actually understand what you are being told.
When I have a first meeting with you, there is no rush.
I will make sure I understand your exact situation and what you need.
I will talk to you with no jargon and try my best to make sure you are very comfortable and reassured.
There will be no charge for this initial meeting so you do not have to keep looking at your watch and wondering how much it is costing! The first meeting can be in your home (pandemic allowing) or in our office. It can also be via Skype, Zoom, Facetime or whatever format you feel comfortable with. Our office is deep cleaned on a regular basis so is also a healthy environment.
After our first meeting I will arrange a second meeting with you (usually 1 or 2 weeks later depending on the information you need). I will then, during this time, find the best solutions possible for you. I will provide you with a written report carefully and clearly explaining the best course of action you need to take. This report will be in an easy to understand format In English and also in detail I will explain the full costings going forward, along with any relevant illustrations.
At this point there has been no cost to you and it will be down to you whether you want to engage me as your Financial Adviser going forward or you can go and get a second opinion from another company. There is no pressure selling involved. I can go as slow or as fast as you like.
The areas in which I specialise are:
Tax Effective Investing and Portfolio Planning. Help making UK-held investments Spanish friendly.
Tax Planning Guidance – usually around the Modelo 720 asset declaration, or taking income from pensions and investments.
Transferring UK Pensions (not state pensions). If you hold frozen pension pots, I can help trace and find their values.
Taking Over Your Existing Portfolio
It is likely that if you had a Financial Adviser in the UK, they will no longer be able to continue to help you (following Brexit). If this is the case, I should be able to take you on as a client without you having to change your existing portfolio.
In today’s financial climate it is essential you do everything you can to make sure your money is safe and should you want a no-obligation appointment, your only initial investment is a small amount of time.
120 Avenida Dr. Artero Guirao 2C
San Pedro Del Pinatar
Our office suite is easy to find on the main N332 through road of San Pedro del Pinatar with easy parking.
If you want more information, or wish to make an appointment to discuss your own situation please call 657 684 094 or email firstname.lastname@example.org
Blacktower Insurance Agents & Advisors Ltd is authorised and regulated in Cyprus by the Insurance Companies Control Service and registered with the DGS in Spain.
Blacktower Financial Management (Cyprus) Ltd is authorised and regulated in Cyprus by the Cyprus Securities & Exchange Commission and is registered with the CNMV in Spain.
This communication is not intended to constitute and should not be construed as, investment advice, investment recommendations or investment research. You should seek advice form a professional adviser before embarking on any financial planning activity.