Financial Consultants & Advisors

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Blevins Franks, the leading tax and wealth management advisers to UK nationals living in Europe, specialise in, and have decades of experience, advising expatriates in Spain on tax and estate planning, investments, pensions.
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Occupational Retirement Scheme is registered, tax-recognized and non-vested. Available to anyone of any nationality, wherever you work, and whatever your occupation. Get more information and become a member!
Max European Management Consulting
Fiscal management consultants, civil rights and legal advice, property legalisation. Located at Calle Catalunya, 07800 Ibiza.
Alexander Peter Wealth Management - Mallorca
Wealth Management Advisers to Expats living in Spain, including information on whether UK held assets are still tax efficient for Spanish Residents or whether Spanish Tax Compliant Solutions should be used instead. Contact Sandy Paterson.
Allfinanz OVB
Financial consultants specialized in asset protection, savings and investment, supplementary retirement plans and developing individual strategies in financing residential property. Located at Avenida Alexandre Rossello 26A 1, Palma de Mallorca.
Cunningham & Associates
British solicitor registered with the Law Society of the Islas Baleares providing financial and legal services in Mallorca; also accountants, employment experts and tax advisors. Offices in Palma Nova and Alaro, Mallorca.
Menorca Home Care
Offering owners a range of plans for maintaining their property including property related administration and tax matters. Located at Calle de ses Voltes 11 -12 , Poligono Industrial, 07710 Sant Lluís, Menorca.
Son Luneta
International real estate agents who will oversee all financial, legal and official aspects of property transactions in co-operation with law and accounting experts. Located at Plaza Bendinat 16, 07181 Bendinat, Mallorca.
Grup Assessor
Real estate agents, finca administrators, tax and legal advisors in Majorca. Our specialisation includes accounting, labour law, finca administration, property management and property sales. Situated at Calle Maioris 37, 07609 Llucmajor, Mallorca.
The Spectrum IFA Group
Independent financial services for expats and foreign residents from regulated advisers. Planning covers international pensions, investments, wealth management, tax issues including inheritance tax, currency exchange and much more.
Balearic Mortgage Services
Independent mortgage broker and financial advisor for buying property in the Balearics and the rest of Spain.
Wincham Consultants Limited
Spanish tax and legal consultant providing tax and inheritance solutions for foreign Spanish property owners. Specially formulated Inheritance Tax protection strategy. Probate, wills, trusts and investment consultations and advice.
Blevins Franks
Investment and tax planning solutions to minimise tax liability. Located at Plaza Portals 43, Carretera Palma-Andratx, 07181 Portals Nous, Mallorca.