We’ve found recently many new clients have come to us with some sort of investment wrapper-typically a Spanish Compliant Portfolio Bond or Qrops/ pension arrangement that most could not answer YES to these 3 questions:
Do you know exactly what you are invested in?
Do you understand all your investments?
Do you understand structured notes?
Over the recent months we have been helping these new clients understand EXACTLY what they have, enabling them to confidently answer YES to all of the above.
We work with 2 fully qualified individuals who have over 40 years experience in both the UK and Spain advising clients on financial and tax planning matters. individuals. Qualified with the CII and are regulated and registered with the Gilbraltar Financial Services commision, the FCA in the UK and both the DGS and CNMV here in Spain
If you have any queries concerning your existing investment, whether they include Structured Notes or not, empower yourself..do something logical and get in touch. We’ll help you understand exactly what it is you have and advise on all financial and tax planning matters to ensure you are getting the best.