Financial Advice Spain

Before making the move to Spain, speaking with a financial advisor can help you avoid costly surprises and make smarter decisions. From understanding tax implications and pension transfers to planning investments and managing currency exchange, a cross-border financial advisor can tailor advice to your specific situation — giving you peace of mind and a solid financial foundation for your new life in Spain.

Our recommended planners, Alex and Nicole are both highly experienced financial planners.

BOOK A FREE consultation Want Full Support? Explore Our Packages

Feeling Unsure About the Financial Side of Moving to Spain?

Our partners, Nicole and Alex, offer a no-strings-attached approach to creating tailored financial solutions for their clients. They can help you:

Plan what to do financially before, during, and after the move to Spain.

Understand ways to optimize tax, taking into consideration your lifestyle and growth potential.

Feel more secure about your level of income and expenditure in Spain.

Plan for retirement, life insurance and financial security.

Frequently Asked Questions

  • Cross-border advice
  • Tax planning
  • Investment advice
  • Financial Planning
  • Pensions and Retirement planning
  • Estate planning

They have clients all over Spain. 

If you are American, we recommend you speak to Alex and Nicole for the rest of the world.