Carefully Selected, Trusted Financial Partners
We Use Them Personally So You Can Be Confident In Using Them Too
As you are already aware we are professional, Independent Financial Advisers in Spain for Expats and Yacht Crew. Whilst we understand other areas of your financial needs we do not class ourselves as experts in these areas.
Below you will find links to our carefully selected Financial Partners who we have tried and tested personally and are very happy to recommend their services.
Where our mortgage advice stops with UK resident clients, Juanita Casanas and her team at Lionsgate take over for Mortgages in Mallorca. Whether it is a new purchase or a re-mortgage they can help.
They have in excess of 20-years banking experience in Spain and understand how the banks in Mallorca think, saving you time, money and ultimately achieving the mortgage you are looking for.
The expert tax team at Garrigues of Montse Mas Llul, Veronica Saavedra Lobato and Santiago Janer Busquets are helping our clients with the complex world of taxation, both in Spain and internationally. Specialists in Expat and Super Yacht owners and crew, their talents are a great fit with our Expat and Yachting industry clients.
With 32 law offices in 13 countries, Garrigues are well placed to advise our International clients. But do not just take our word for it, Garrigues was voted “European Firm of the Year” for the third year at the 2017 Legal Week Awards held at the City of London Law Society.
Beacon Global Group
At Haven Financial Advisers we understand the challenges Americans overseas face. We understand your financial concerns. In order to help we have teamed up with Beacon Global Group to be able to offer Independent Financial Advice for Americans in Spain and US-Connected Persons.
We are running regular Seminars to advise Americans and U.S. connected persons about the implications of FATCA and how they can manage their wealth while living abroad. We can help you understand what can be done with IRAs, Roth IRA, 401Ks and IRA rollovers, and taxes in the U.S. as well as Spanish Tax Planning.
Financial Advice for Americans in Spain has never been so important to avoid or at least mitigate the impact of FATCA.
Beacon Website
Based in the UK and regulated by the Financial Conduct Authority, Halo Financial are the most efficient, professional Foreign Exchange Brokers we have come across. In opening an account with them you will have an individual account manager and access to great rates.
Segregated client accounts keep your money separate from their business expenses for secure, safe transactions. The number of areas in which they have assisted our clients to save money is surprising, from currency trading, payment of income, property deposits, fixed-rate deals, and forward buying they have it covered.
Neil Rowley is an experienced Chartered Insurance Broker with offices in Palma, Portals Nous and the Canary Islands. We rely on his expertise for General Insurance. If you need any of the following we would be happy to refer you:
- Household Insurance
- Boat Insurance
- Private Medical Cover
- Motor and Motorcycle Insurance
Neil and his team provide a reliable and cost-effective solution to all your insurance needs.
Contact Information
Get in touch with us today to experience the difference one of our Haven Financial Advisers in Spain can make to your future.