The Financial Planner Spain

Life Assurance

Whatever the need for Life Assurance you will always take it out hoping that it will never be needed. No-one wants to contemplate death or incapacity but making sure the people you care about are financially secure is a responsibility that must be taken seriously.
Retirement Planning

Your retirement plan does not have to be just a pension, we offer a selection of plans allowing regular and one-time investment and with flexible maturity dates to provide you with the financial means to enjoy a comfortable standard of living in retirement. Our regular reviews will monitor your progress in order to reach your financial targets.
Education Planning

As a parent, the desire to provide your loved ones with best the possible education is natural to all. Whether building capital for school or university, or a combination of both, it is essential that you begin investing for his/her future as soon as possible and help towards fulfilling your child’s dreams.
Mortgages

It is important to highlight that Mortgage and Property Laws in Spain are similar to other countries, yet different in many ways.

Finding a mortgage in Spain can be a complex and confusing experience even if you do speak the language. As with any unfamiliar marketplace, there are questions to take into account. Which bank should I use? Do they compete with rates and terms? How much of a deposit will I need? Will they speak English? These are all concerns we can answer for you.

WELCOME

At The Financial Planner Spain, achieving your financial goals is our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you whether it´s retirement planning, tax favored investment solutions, protection, fiscal advice, education funding or whatever your specific financial needs may be.

We specialise in helping international clients living in Spain to protect and enhance their finances. Our comprehensive approach to financial planning is key to helping our clients achieve their goals and objectives. Our aim, to build long term relationships with our clients by providing independent and unbiased financial advice to maximize existing financial resources.

About Us

The Financial Planner Spain was created by Paul Bristow.. Read more

Testimonials

“When I was looking for a Financial Adviser I was a little worried as to whom to choose.... Read more

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"The Spectrum IFA Group" is a registered trademark, exclusive rights to use in Spain granted to Baskerville Advisers S.L. CIF B-63/137.020 Correduría de Seguros; No de registro RDGS J2306; Paseo de Gracia 63, principal, 2a,08008, Barcelona. Seguro responsabilidad civil CHARTIS Europe No 0131900503.1330 Registro Mercantil de Barcelona, Tomo 35489, Folio 170, Seccion 8, Hoja B-269534

Life Assurance

Retirement Planning

Education Planning

Mortgages

WELCOME