Independent advice, paid by you.
Families and individuals with investments in Spain, the UK or both who want a second opinion that is independent of any bank.
Summary of terms
Note
2.1
Fees from
0.80 % a year on the first €/£1m
Timing
A full review within six weeks
For
Families and individuals
Led by
Marta Lozano
Fees are fixed in writing before we start. Excl. VAT.
1
What’s included.
Everything below is part of the fee. Anything else is quoted in writing first.
- A review of everything you hold, wherever it is
- A written investment policy
- Rebalancing proposals twice a year
- Costs and fees shown in full
- A yearly meeting with your adviser
2
How it works.
The same steps every time, with dates you can plan around.
Review
We look at everything you hold and what it costs you.
Advise
We write down a policy and the changes we recommend, with their tax effect in each country.
3
Who works on it.
A named lead adviser and the people who prepare your filings.
Marta Lozano
Managing partner
4
Further reading.
Guides from the same practice, written by our advisers.
5
Other services.
In the same practice, each with its own page.