SPEAK TO AN ADVISER

Spain – Financial Advice

Be supported by a dynamic and passionate local team.

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 office is and conveniently located in Malaga. Arrange a call back or local meeting to discuss how we can support all your financial needs.

MEET THE TEAM

Spanish Offices:

Financial advisers with a strong background in expatriate financial advice.

Depending on your requirements we can advise in Spain on:

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

Javid Rustam - Spain Branch Manager - Chase Buchanan

Javid Rustam

Branch Manager / Private Wealth Manager

Maura Zara - Private Wealth Manager - Spain

Maura Zara

Private Wealth Manager

Kasie Della-Rumball

Private Wealth Manager

Garry Schofield

Private Wealth Manager

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 Office

Bulevar Príncipe Alfonso de Hohenlohe
C.C. La Poveda
Local 7
29602
Marbella
Spain

T: +34 951 350 977

EMAIL

Trusted advice made simple