Financial Advisers in Mallorca
Financial Advice for Expats in Mallorca
Being an Expat in Spain has it’s up-sides, the great climate, fantastic food and Vino to name but a few.
Making sure you have considered all your options with one of our Financial Advisers in Mallorca to ensure your future will make sure it stays that way.
Yacht Crew Financial Advice
The Yacht Crew lifestyle has a great deal to offer, Tax-free income, world-wide travel and a life at sea. You are in a unique position to be able to build financial freedom for the future by investing the time in a Financial Plan.
Meeting with our Financial Advisers in Mallorca can help ensure you meet your financial targets.
Our Partners Selected for You
Sometimes the advice you need falls outside of our areas of expertise. For these eventualities we have carefully selected a range of trusted experts from the legal, accounting, mortgage and currency exchange professions to make sure things run smoothly.
News and Events Affecting You
Financial News from the press, expert articles written by our team of Financial Advisers in Mallorca. Check out the articles on how to get the most from your finances, keep the tax-man at bay, how UK investments are treated for tax in Spain and how to plan for financial freedom in the future.
Who are Haven Financial Advisers?
With more than 24 years experience advising both corporate and individual clients in the UK and also world-wide Expats and Yacht Crew, we are ideally placed to help you plan for the future. Unusually for Financial Advisers in Mallorca, we offer Fee-based advice which sets us apart from the “commission hungry salespeople” you may have encountered in the past.
Meet the Team
Sandy Paterson DipFA, CeMAP, MLIBF
Principal
With more than 24-years experience advising clients both in the UK and here in Spain, Sandy is well placed to run Haven. He is UK Diploma qualified and UK CeMAP qualified for mortgages.
Sandy has a reputation amongst Yacht Crew as the “go-to” person for Yacht Crew Mortgages, Savings and Investments & is well regarded in Expat circles also.
Haven Financial Advisers are unusual in being “fee-only financial advisers in Mallorca” which makes a significant difference in the delivery of advice to clients.
Lesley Higdon
Practice Manager
With 10-years running Financial Management and Wealth Management offices in the UK and Spain. Lesley knows what it means to be available for our clients to respond effectively and efficiently to enquiries. The “best outcome” for our clients starts with your first contact with Lesley and you will have complete confidence from day one.
Marc Rees
Independent Financial Adviser – ACSI
Marc provides Independent Financial Advice in Mallorca. You are likely to find him at various networking meetings, business conferences and Expat groups around Mallorca or in the Marinas. He could well be your first point of contact with us and will provide you with qualified, fee only Financial Advice to help secure your financial future.
Marc is fully qualified to give International Financial advice via the Level 3 International Certificate in Wealth & Investment Management (ACSI).
Marc is very well known in Yacht Crew circles in Palma and can be found discussing financial matters with Yachties most days. Look him up and discover the Haven difference today.
Contact Information
Get in touch with us today to experience the difference a Haven Financial Adviser can make to your future.