I want to secure my family's financial future and pass on my remaining wealth. How do I protect my assets whilst still leaving provision for a comfortable retirement?
. The money decisions you make today lay the foundation for a successful lifetime and legacy. As your dedicated personal adviser, we can assist you in managing your budget, investments, insurance coverage, and other important factors that contribute to your overall financial big picture.
I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?
Income is my priority. I want to make sure my investments are generating as much as possible. I need my investments and income to keep up with inflation. .
The Spanish Banks all offer mortgages in Spanish with different clauses to what I am used to? Is there someone who can take care of this?
I want to make certain my family and loved ones are provided for adequately. That my estate is protected and my possessions will be distributed fairly with my wishes being followed.
My biggest investment is my home and I would like to release some liquidity for my retirement.
Offshore bank accounts are difficult to arrange for expats in Spain. GPS Financial Services has now been certified to sign off paperwork for a major bank in the Isle of Man.