Are you a British citizen living in Granada and looking for financial advice? At Scottsdale, our specialists help expats in Spain to preserve and grow their wealth.
Expats come to us with a wide range of needs including pension planning, inheritance tax, savings and investing. Our team can help you navigate the complexities of building a financial plan which accommodates your goals and needs in Spain, the UK and even further afield.
We believe in being open and transparent with the people we work with. At our initial meetings with potential clients, we disclose our fees and charging structure – letting you know exactly what you will be paying, what for and when. If we recommend external entities, such as for financial protection products, we disclose any remuneration upfront.
Our financial advisers in Granada offer a free, no-commitment to get to know each other; helping us to understand your financial situation and goals.
Why Choose Us?
One of our primary strengths as financial advisers is our experience as fellow expats! Our team lives in Granada and other parts of Spain, so we understand what it is like to live as a British person in Spain.
We believe strongly in upholding the UK’s high standards in financial services for our clients. You can rest assured that you are working with specialists who understand the unique tax landscape of both Spain and the UK, helping you to navigate it confidently.
How We Help
Our financial advisers in Granada are experts in helping clients understand their current financial position and how to progress towards their goals. It can be difficult, on your own, to grasp the nuances of cross-border financial planning – especially pensions and tax. Yet our team brings clarity and peace of mind, making everything easier to understand.
We give you the up-to-date, clear information you need to make educated decisions which best suit your needs and objectives as an expat. Together, we craft a holistic financial plan – bringing together all relevant aspects of your financial life so they are working together. Your plan for your pension, investments, protection and estate can all unite and complement each other as you move towards your long-term goals.
Our process is very simple. We have an initial meeting (free and without obligation) to gain a clearer understanding of where you are and what you want to achieve. Assuming you wish to work with us, we then craft a bespoke financial plan for you. This will build on opportunities identified in the research phase – also addressing risks with you may have missed.
Once you have understood our recommendations and everything is agreed, our team moves to implement your financial plan. 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 Granada.
We anticipate the opportunity to connect with you!
Contact
Scottsdale Overseas
Ruta De La Cesteria 8
Buzon 33
Campos Del Rio
Murcia, 30191
Telephone: +34 902 099 250
Email: info@scottsdale.eu
This communication is for informational purposes only and is not intended to constitute, and should not be construed as investment advice, investment recommendations or investment research. You should seek advice from a professional adviser before embarking on any financial planning activity. Whilst every effort has been made to ensure the information contained in this communication is correct, it is subject to change, and we are not responsible for any errors or omissions.
