We have offices in Spain and across Europe, clients globally and a team ready to advise and support your needs wherever you are.
Our Spanish offices are located in both Malaga and Javea. Arrange a call back or local meeting to discuss how we can support all your financial needs.
Financial advisers with a strong background in expatriate financial advice.
Depending on your requirements we can advise in Spain on:
- Private Client Investments;
- Pensions and Retirement Planning;
- SIPPS v QROPS;
- Expat Tax Planning;
- Expatriate Mortgages;
- Education Fees Planning;
- Health, Income and Illness Protection Arrangements;
- Corporate Services;
The Spanish team
Our team is proud of our reputation within the expat financial advisory world.
We leverage the collective knowledge and expertise of our outstanding advisers to deliver tailored, professional, actionable advice.
Every member of our team has the required standards of accreditation. We give you the confidence of knowing that your adviser is qualified to deliver the best advice to optimise your position, your finances, and your investments.
With the support of our specialist Tax Advisors, we provide comprehensive services for an international client base, we work with every client to optimise your taxation efficiencies, help you choose the best products, and select the most secure investment propositions for you.
Private Wealth Managers - Spain
Upcoming Expat Events
Following on from the success and immense interest in their first webinar, Private Wealth Managers Nicole Sandler and John Diking are holding a second webinar addressing the most common questions they receive from foreign nationals moving to and living in Spain.
Recent Spanish Expat Advice
Why is wealth management advice important for Spanish expats?
Taking care of your finances and your investments is crucial to ensuring that you can enjoy the lifestyle you have worked so hard for.
Our wealth management services cover every aspect of controlling your investment portfolio and tax exposure. We make sure you know exactly when to move, which products to choose, and why every recommendation is made.
Chase Buchanan advisers are not here to sell you products. We are here to provide clear advice, based on a thorough understanding of your individual circumstances. We draw upon specialist knowledge within each sector of the spectrum of financial management to deliver specific advice accessing the most up to date information and regulations.
Our team is fully regulated and adheres to the highest standards of governance to deliver expert financial services throughout the Europe and beyond.
With a focus on transparency, all fees payable are disclosed in advance of any works being carried out. Our recommendations are accompanied by a report laying out anticipated costs to ensure there are never any surprises, and that you maintain full control over your account for a lifetime of investment success.
For more information, get in touch with our Malaga office as below.
We have offices around Europe, clients globally and a team that can support your needs wherever you are.
Spain Marbella Office
Avda. Ricardo Soriano,
72; Edificio Golden
Portal B, 1ª Planta
29601 Marbella (Málaga)
T: +34 951 350 977
Spain Javea Office
Avenida Rey Jaime I, 15
T: + 34 965 022 838