Are you a British expat living in Murcia and looking for financial advice? At Scottsdale, our team specialises in looking after clients in Spain, helping them to protect and build their wealth.
Whether you need help with pension planning, inheritance tax, savings, investment planning or another key financial planning need, we can assist. We can help you understand and navigate the UK and Spanish tax laws, building a long-term plan which sets you towards your goals.
At Scottsdale, we are completely up-front with our fees and charges, so you always know exactly what you will be paying. If we recommend any other companies, such as for a financial protection product, we will disclose any commissions too.
Our financial advisers in Murcia also provide a free, initial meeting (without obligation) to get to know each other and understand your financial situation and objectives.
Why Choose Us?
One advantage is that our financial advisers live in Murcia and other Eastern parts of Spain. Our team hails from the UK, but has been based in this area for many years. This gives us a strong understanding of the unique expat financial planning needs they have.
It can be difficult to find a financial adviser who upholds the UK’s high standards in financial services, understands the UK tax system (and Spain’s) and can assist with the complexities which expats face when building wealth in two countries. At Scottsdale, however, we can help.
How We Help
As financial advisers, a big part of our role is to help clients in Murcia understand their current financial position better. International financial planning is very challenging for most people to do alone. Tax laws may change or conflict in different countries. Our team can provide clarity and peace of mind, explaining things in a way that is easy to understand.
Our team can help you craft a holistic financial plan which accounts for all areas of your wealth and finances, unifying them under a common strategy and set of goals. We can also assist with particular areas of financial planning, if you have a pressing matter to attend to, including:
Pension & retirement planning
International pension transfers and consolidation
Estate planning & inheritance tax
Financial protection planning (e.g. life insurance and private medical insurance)
Repatriation and financial planning
Our process is very straightforward. We start with a conversation, getting to know you and understanding your present financial situation. We then discuss your goals for the future and what you want to achieve.
This is when our Murcia financial advisers can start analysing your position and the actions which may be needed to get you towards your goals. Here, we start crafting your financial plan and putting suggestions and recommendations to you.
Once you fully understand the plan, if you agree, we then put it into action. For instance, we start to set up pension schemes or help you track down and consolidate old ones. Perhaps your investment portfolio needs refining – changing the strategy to achieve better returns and lower fund management fees.
Over time, we can meet together (e.g. once or twice a year) to discuss how your plan is progressing. This can reveal areas of strength to build on and issues to address. This gives you a trusted professional partner to guide you along the financial aspects of your expat journey.
Interested in starting a conversation? Get in touch to arrange your free, no-commitment consultation with one of our financial advisers in Murcia.
We look forward to meeting you!
Ruta De La Cesteria 8
Campos Del Rio
Telephone: +34 902 099 250