Regulated, Qualified and Professional
Advice
If you need advice, please email me.
UPDATED APRIL 2020
'In these difficult times it's good to know that you can see an adviser with modern technology. After initial contact by email, phone and text, but only if necessary, it is possible to make video calls'
UPDATED APRIL 2020
'In these difficult times it's good to know that you can see an adviser with modern technology. After initial contact by email, phone and text, but only if necessary, it is possible to make video calls'
My own connections included
the following professionals;
- Regulated
financial advisers
There
are many people and organisations who call themselves ‘financial advisers’
without any qualifications and no regulatory body.
I will only recommended regulated and fully qualified advisers who’s services I
have checked.
Value
for money comes from open and clear commissions and charges declared in an
honest way. Hidden charges and undeclared commissions should always be avoided.
For a referral to a suitably qualified & regulated adviser, please email me.
Due Diligence is vital
- Suitably
qualified accountants and professional lawyers
Both
the Institute of Chartered
Accountants and the Law Society have qualified professionals
working in Spain
You
are further protected as all qualified professionals will carry ‘Professional
Indemnity Insurance’ (PI) just in case anything goes wrong.
Unless
your situation is very complex, I would expect most professionals to give you
an estimate of costs upfront.
- Chartered
surveyors in Spain
Similarly,
I can recommend UK
- Estate
Agents
This
is an area of service which is by definition very local. You could already know
of a local estate agent with a good local reputation. If this is not the case I
can recommend you to a Member of the Association of International Property
Professionals.
- Company
formation for property ownership
This
is a very specialised service and is often used to save on Spanish Inheritance
Tax (ISD). There is a service on my blog under the heading ‘Check your Spanish Inheritance Tax
Liability’ to the right of this article.
The
service involves the formation of a UK
company to own a property in Spain UK UK and Spain
- Foreign
Exchange
I
set up La Torre Fx – Foreign Exchange with
the specific objective of beating
the banks. This is a service and it is worth checking out, with easy access on
the right of the blog.
La Torre Fx – Foreign Exchange is linked to a highly professional ‘trading
platform’ provided by FTT Global. All of the necessary regulations are in
place;
Key Facts about FTT
Global:
·
Registered
in the United Kingdom
·
Regulated
by FCA - Registration Number 503228
·
Regulated
by HMRC - Registration Number 12231114
·
Registered
for Client Data Protection - ICO Number Z9470988
·
Underwritten
by A Rated Insurer
·
Corporate
Bankers - Barclays Bank PLC
If you email please let me know your
question and where you live. I may be able to answer myself, just point you in
the right direction or refer you to a suitably qualified person.
Please remember that my Blog
is about unbiased, factual financial information. You can look elsewhere for
information but remember that an advert will certainly be biased towards the
company who paid for it. I have no problem with that but remember it’s biased!
David Goodall
Financial Pages in Spain
