Personal Financial Consultants & Advisors

International Advisor
London-based firm that provides financial and legal services for expats living in Latin America.
Tandem Partners
International firm of financial advisors for individuals and companies. Tamaulipas 141 - 3rd Floor, Col. Condesa, 06140 Mexico DF.
St. James International
Independent wealth management advisors. Av. Presidente Masaryk 111 - 1st Floor, Col.Chapultepec Morales, 11560 Mexico DF.
Palace Consulting
Mexico City office of independent offshore savings and investment brokers. Financial advice to suit individual circumstances. Portfolio management options and savings plans for all budgets and needs. Friendly, personal advice by local consultants.
Garry Whelan, Ex UK Advisor
Free financial advice to help plan for the future and/or protect the present. Questions related to the UK welcome (20 years experience working there). Click "Visit Website" to view LinkedIn profile.
Plan Wealth Management
Plan Wealth Management is an independent financial brokerage, providing retirement, education and portfolio management services. English, Spanish, Portuguese, German and French speaking. 
Abana Financial Consultants
Legal and tax advice, Insurance advice, trust management, wealth management advice and pension transfers for high-net-worth individuals, companies and charities.
Zurich en Mexico
Global insurance and investment group. Individual and corporate clients. Life and medical insurance, personalized portfolio management service, personal and corporate retirement and savings plans with insurance protection. Contact via the website.
Daniel Zilke - Capital Management Group
Independent financial consultant specializing in offshore savings and investment plans. Teotihuacan 18, Col. Hipodromo Condesa, 06100 Mexico DF.
Revenue Consulting
Financial and tax strategies for return on investment. Agustin Melgar 26 Unit B, Col. Condesa, 06140 Mexico DF.
Oxford International
English investment advisors. Life assurance, portfolio management. Access to investment instruments from the major global financial institutions. Recommendations on the best available strategy to fit individual need and risk profiles.
Old Mutual
Mexican office of global investment advisory company. Savings, investments, insurance, pensions, wealth management. Altavista 131 4A, Col. San Angel Inn, 01060 Mexico DF.
Cal Consulting International
Portfolio management, retirement planning, regular savings programs, education and estate planning, international life and health insurance and offshore banking. Paseo de la Reforma 222, Col. Juarez, 06600 Mexico DF.