Costa Independent Financial Advice

Av. Carmen Sáenz de Tejada
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With many financial advice firms unregulated and passported through EU legilsation its important to pick very carefully when requesting financial advice, as a DGS Spanish regulated IFA I provide a wide range of tax efficient financial services to provide the most tax efficient position possible whilst offering superior growth, services include:

QROPS - Pension transfers for those looking to transfer their UK pension internationally to benefit from EU legislation.

Inheritance Tax Planning - Efficient planning has significant benefits for your beneficiaries, using tax efficient wrappers.

Regular Savings Plans - For those seeking to save in a tax efficient manner for any future event including retirement, education planning or any other event.

Lump Sum Investments - With companies like Goldman Sachs, JP Morgan and Morgan Stanley providing you with growth normally only available to banks and major institutions.

Many other financial services.

Contact us now for a complimentary review or informal chat.


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