Finance-Spain.com - Financial Advisors in Spain

I recently appointed Patrick to set up a Spanish compliant bond. As an ex pat with no knowledge of financial advisors in Spain I was extremely apprehensive about the process. From the initial call I had with Patrick, it was clear that he was extremely knowledgeable and very professional. He has answered my many questions in an open and clear manner. I felt supported throughout the process and built trust with him very quickly. I would have no hesitation in recommending Patrick for your financial needs and will no doubt extend his remit in the coming months.

We were looking for some financial advice that would be Spanish compliant. We came across Patrick through a Google search and after watching his YouTube videos we decided to contact him. Patrick was really responsive, giving clear advice and options that were best for us. We are receiving a great service and if you are looking for advice we would highly recommend you contacting him.

Patrick MacDonald's support, advice and guidance have been exemplary. Throughout the process of considering and making an investment he was clear, open and empathetic to our needs and concerns. I have no hesitation in strongly recommending Patrick and his professional services.

Patrick has been informative, professional and knowledgeable on all our financial investment and pension enquires and needs. I would highly recommend engaging and working with Patrick.

Patrick was great! He took the time to understand my situation and offered good advice and guidance. I would recommend him warmly.

I had a one-off consultation with Patrick and found him to be very friendly and helpful. He gave me clear advice and, for anything outside his scope, he pointed me in the right direction.

Patrick was professional and friendly. He took the time to understand my specific objectives and concerns, addressed my questions thoughtfully, and provided well-considered recommendations. Although I ultimately decided to postpone my investment decisions, I really valued his thoughtful approach and demeanour.

After recently moving to Spain I spoke to Patrick about multiple topics including asset management, pensions & Inheritance law. He was so helpful and knowledgeable on everything and really help us get an understanding of the difference between the UK & Spanish laws/incentives. Highly recommend!

We have just recently moved to spain and taken early retirement with no financial experience or expertise.After having a really informative conversation with Patrick he explained all our options so simply and clearly until we understood. There was no pushy sales or hard sell. He told us to take our time and not rush into anything ..We felt so much better and more informed . So we would highly recommend anyone to contact them even just for a chat with any concerns. Thankyou Patrick.
Keep up the good work 👏 🙌

Patrick gave me uk pension advice today totally free of any cost, that gave me some real peace of mind in what is currently quite a desperate situation for me (Dana affected home). He had a great understanding of uk taxation etc. I would highly recommend. Thank you Patrick.

Patrick was very helpful in helping me begin to navigate how things work in Spain! He took the time to understand my current situation and what my plans were for the future. He then explained some key differences to the UK and gave me some items to look up and research myself.

I had a call today with Patrick he was very helpful and informative and gave me some good advice .

We spoke to Patrick and he was superb, very keen to help, very knowledgeable and very professional. He was also crystal clear about what his company can and cannot offer and that is much appreciated nowadays. Thanks Patrick, we hope to keep in touch.

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Fantastic financial advice in Spain. Patrick was expert, clear, and tailored a plan to my goals. Highly professional and effective—5 stars!

I received fantastic advice from Patrick around my UK pension and how to best approach next steps further to a relocation to Spain. At no point did I feel like I was being sold to and gave me a lot of confidence that if the scenario was more aligned, I would have no doubt but to work with Patrick directly. Thanks so much

Patrick was available for an intro call and was very helpful in contextualizing our move and the things we need to think about form a tax perspective. He suggested that rather than a financial advisor, we need to reach out to an accountant instead so will be doing that next. Many thanks!

Patrick was very helpful and generous with his time in giving me advice about finances that was simple and easy to understand. Would definitely recommend arranging a consultation if you require any guidance on your finances.

Patrick gave me some excellent investment advice. He had an unbiased approach and truly cared about helping my specific situation outlining a balanced view of risks and opportunities.

Patrick came to my attention from the great reviews I read about him and he didn't disappoint. He explained the whole investment process with clarity and professionalism. For me he came across as trustworthy and extremely helpful. He is a very likeable guy and I have no hesitation recommending him. Five stars to Patrick.

I called Patrick to ask some basic questions about pension options in Spain and potential investment strategies and he immediately gave me some straightforward, pragmatic advice. He was very open about what he could and couldn't advise me on and gave useful recommendations that I could follow up on myself.
Highly recommend consulting him on pensions and investments.