Finance-Spain.com - Financial Advisors in Spain

Daniel Perjesi

2026-01-30

Google

I had a call with Patrick and couldn’t be happier with the experience. He took the time to properly understand my current situation and was incredibly honest and transparent throughout the conversation.

What I appreciated most was that he genuinely had my best interests in mind. He openly told me that, given where I’m at right now, he wouldn’t recommend moving forward with their services and that I could handle things on my own for the time being. That level of honesty is rare and really builds trust.

Despite that, Patrick still gave me very solid advice on where to focus over the next few years, what to prioritise, and how to think about investing going forward. The call felt thoughtful, personalised, and genuinely helpful rather than sales-driven.

Highly recommend if you’re looking for clear, honest financial guidance.

Debbie Day

2025-11-27

Google

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.

Margaret Rostron

2025-11-19

Google

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.

julian clark

2025-07-30

Google

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.

Sandra Radford

2025-07-20

Google

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

colin griffin

2025-07-16

Google

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.

Martz Dimitrova

2025-06-27

Google

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.

Vincent Bergin

2025-03-12

Google

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

Michael Heneghan

2025-01-17

Google

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!

Roxana

2024-12-20

Google

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.

warren Phillips

2024-11-29

Google

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.

Jill

2024-10-30

Google

Patrick is eminently approachable and professional. He gives you the confidence of well informed financial decisions and wise advice on investments Thoroughly recommended.