Are you a UK expatriate residing in Costa Blanca and looking for financial guidance? At Scottsdale, our dedicated team specialises in catering to clients in Spain, aiding them in safeguarding and growing their wealth.
Whether you need assistance with pension planning, inheritance tax, savings, investment planning or any other pivotal financial need, we are here to help. Our expertise can help you unravel the intricacies of both UK and Spanish tax laws, empowering you to establish a comprehensive, long-term plan tailored to your unique aspirations.
Scottsdale believes in complete transparency regarding our fees and charges, ensuring you have a clear understanding of your financial commitments. Should we recommend external entities, such as for financial protection products, we disclose any remuneration upfront.
Our financial advisers in Costa Blanca offer a complimentary initial meeting, without any obligation, to acquaint ourselves and grasp your financial circumstances and objectives.
Why Opt for Us?
A key advantage lies in the fact that our financial advisers reside in Costa Blanca and other parts of Eastern Spain. While our roots are in the UK, our team has immersed itself in this region for numerous years, providing us with a profound understanding of the distinctive financial planning needs of expatriates.
It can be challenging to find a financial adviser who apply the UK’s stringent standards in financial services, comprehends the UK and Spanish tax systems and navigates the complexities faced by expatriates in wealth-building across these two countries. At Scottsdale, however, we rise to the occasion.
How We Assist
As financial advisers, a significant aspect of our role is aiding Costa Blanca clients in gaining a deeper understanding of their current financial position. International financial planning poses challenges for individuals which are difficult to tackle alone, especially due to evolving and conflicting tax laws across countries. Our team brings clarity and peace of mind, simplifying concepts for easy comprehension.
We help you formulate a holistic financial plan, encompassing all facets of your wealth and finances, aligning them with a unified strategy and set of objectives. Whether it’s pension and retirement planning, investment planning, tax planning, estate planning, inheritance tax or financial protection planning, our team is equipped to assist.
Our process is straightforward. We begin with a conversation, delving into your present financial situation and goals for the future. Subsequently, our financial advisers take a closer look at your position and propose actions to propel you toward your goals, crafting a bespoke financial plan.
Once you grasp the plan, and if you concur, we initiate its implementation. This could involve setting up pension schemes, aiding in the consolidation of old ones or refining your investment portfolio for prospective improved returns and reduced fund management fees.
Periodically, we meet (e.g. once or twice a year) to evaluate your plan’s progress, identifying strengths to build upon and issues to address. This establishes us as your trusted professional partner, guiding you through the financial aspects of your expatriate journey.
Eager to initiate a conversation? Reach out to schedule your complimentary, commitment-free consultation with one of our financial advisers in Costa Blanca.
We anticipate the opportunity to connect with you!
Ruta De La Cesteria 8
Campos Del Rio
Telephone: +34 902 099 250
The financial advisers trading under Scottsdale are members of Nexus Global (IFA network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647.
Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). The advisers trading under Scottsdale are Appointed Representatives of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) – Licence No. 386/20. The advisers trading under Scottsdale are Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) – Licence No. 5101.
Scottsdale is a trading style of Scottsdale Overseas Limited, UK company 6860790