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Enquiry line: +44 207 998 0570
enquiries@fiduciarywealth.eu
Available 9:00am - 6:00pm (CET)

WELCOME TO FIDUCIARY WEALTH MANAGEMENT

Dedicated to helping expats and their families

Talk to an Adviser

Welcome to our website dedicated to helping expats and their families who are either planning to move to Spain, are already resident in Spain or who are intending to leave Spain and return to their home country.

Clients like to come to us for advice because we have an unrivalled reputation for engaging in a broader dialogue to develop deeper relationships and provide more client focused solutions.

We have a full understanding of how UK and Spanish taxation impacts on your investments and pensions. Don’t underestimate the importance of seeking professional cross border tax planning advice and putting in place a tax planning strategy which minimises your tax liability in Spain.

We are a Member of MGI Worldwide with CPA Associates International, a Top 20 ranked international network and association of audit, accounting, tax and consulting firms represented by more than 8,000 professionals in 379 locations across 99 countries on a global basis.

We can meet with prospective clients in Spain at our offices in Puerto Banus – Marbella or for those still in the UK in central London as well as assisting clients via video conferencing from our Head Office in Gibraltar.

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We are closely affiliated with ISOLAS, Gibraltar’s longest standing, Band 1 law firm, established in 1892.

mgi worldwide Logo

We are a Member of MGI Worldwide with CPA Associates International, a Top 20 ranked international network and association of independent audit, tax, accounting and consulting firms. Established in 1947 we are represented by more than 8,000 Professionals in 379 locations across 99 countries on a global basis.

Visit our Trustpilot page to see all the reviews! Go to TRUSTPILOT

 

CLIENTS TESTIMONIALS

Don't take our word for it - see what our satisfied clients have to say:

  • Fiduciary Wealth arranged the transfer of my UK pension fund into a cost effective QROPS in 2011 and since then has pro-actively managed the underlying investments to my complete satisfaction keeping me fully informed throughout the process. I have no hesitation in recommending Fiduciary Wealth as a professional and highly competent wealth management company.

    M F.

    Spain

  • We have been with Fiduciary Wealth for just over a year and are more than pleased with the advice and service provided not to mention a healthy return on our investment already. Fiduciary Wealth has been transparent and clear and information which can often be extremely complicated was explained clearly. The system is user friendly and you can log on as like any online bank system to see how your investment is performing which also makes you feel in control. Fiduciary Wealth is a truly professional firm set up making you feel comfortable that your investment is being managed properly and working for you.

    M R.

    Spain

  • We were referred to Fiduciary Wealth as we were less than comfortable with previous retirement planning advice we had received in Spain. The team liaised with the Trustees and our Tax Advisers and simplified the arrangements that had previously been put in place for us as well as providing us with pro active and comprehensive ongoing asset management advice. We are extremely happy with the service and advice we have received from Fiduciary Wealth.

    Mr & Mrs N.

    Spain

  • We are pleased to recommend Fiduciary Wealth Management as a sound Investment advisory company. The advice and commitment from the team is second to none, unlike our previous adviser who simply did not have his finger on the button with regard to investing in Spain. We now feel that we are in safe hands. So, if you need a really professional team to advise you, then look no further than Fiduciary Wealth.

    Mr & Mrs B.

    Spain

  • It is not often that you find a financial services company such as Fiduciary Wealth Management that truly have their finger on the pulse of the markets; listen and understand the customers needs’ and then have the capability to bring these altogether; In Paul Correa's team we were fortunate enough to discover this. Throughout our relocation from UK to Spain Paul has been a pillar of support; providing us with core services for mortgages; life assurance and Health Insurance; whilst continually giving us much needed value add in terms of contacts; introductions and local recommendations. This is a company and team that do go the extra mile for you.

    Mr & Mrs M.

    Spain

  • For 25 years we have had a succession of very “average” financial advisers but since we changed to our current adviser Paul Correa of Fiduciary Wealth in April 2008 the service and quality of the financial as well as investment advice received has been above all our expectations.

    Mr & Mrs S.

    Spain

  • In the middle of 2009, I decided to take my company pension, because I had been a non UK resident for over 5 years this meant I could transfer it to a QROPS. My accountants arranged interviews for me with several wealth management companies who managed this type of scheme. The final meeting was with Paul Correa of Fiduciary Wealth Management. I was immediately impressed with Paul's knowledge and honesty in discussing what I could, and could not do with my Pension Pot.Therefore I decided to ask Paul to manage it for me. Two years on I can safely say it was probably the best investment decision I have made so far. My portfolio has grown way beyond the standard interest rate, and this with a balanced risk portfolio. The service so far has been excellent, Paul keeps me regularly informed on the status of my Portfolio. If I have any queries they are dealt with quickly and professionally. I would unreservedly recommend Fiduciary Wealth Management.

    Mr R.

    Spain

  • I have known Paul Correa since 1997. He has been my financial adviser for the past 15 years. Paul introduced me to the Fiduciary Group ten years ago and I have found them to be diligent, honest and extremely knowledgeable and helpful. Paul Correa, the Managing Director of Fiduciary Wealth Management Ltd has guided me through very difficult times over the past few years and has always given me good and sound financial and investment advice. The personal attention is far beyond the norm and I feel total confidence and trust in all matters.

    Mrs E.

    England

FIDUCIARY WEALTH MANAGEMENT GUIDES

OUR OFFICES

Algarve Image

ALGARVE

Algarve Office
Rua Rainha Doña Leonor
Bloc A, 3rd Floor, Suite BP,
8100-501 Loule, Algarve
Portugal
Tel: +351 965 293 402

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GIBRALTAR

Gibraltar Office
3 Bell Lane
Gibraltar 
GX11 1AA
Tel: +350 200 50982

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LONDON

London Office
The Clubhouse, Mayfair
50 Grosvenor Hill
London, W1K 3QT
England
Tel: +44 (0) 207 998 0570

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MARBELLA

Marbella Office
Melior Vasari
Urb. La Alzambra Local 3-1
29600 Marbella
Malaga, Spain
Tel: +34 951 319 727