Welcome to Seagate Wealth Management
At Seagate Wealth Management, we all come to work every day to help Expats make the most of their finances. We are a team of Independent Financial Advisers that have previously worked for some of the UK´s leading banks including TSB, Barclays, Halifax and Lloyds Bank.
Seagate Wealth Management provides Independent Financial Advice working with a number of regulated companies offering a comprehensive range of services. However, we are very different to your typical Financial Adviser. The Seagate team has a wealth of experience in providing advice on all aspects of investments, savings and pensions options. We believe that providing various solutions for our clients is the key.
By getting to know each client individually, your Seagate adviser can fully understand your situation and this allows us to provide the best Financial Advice, not just for today, but forever. We believe our success is a result of two fundamental principles: the strength of the relationship between our advisers and their clients and our distinctive approach to investment advice.
Why are we different?
We deliver UK best practice in Spain
We always put our clients´ needs and priorities first
We only offer regulated financial advice using compliant products
We are completely transparent on our services, charges and terms
We have extensive experience in providing advice on investments and pension transfers
With our partners we provide Spanish Legal Advice, Currency Exchange, Funeral Plans and General Insurance
We are truly independent with access to UK and European regulated investment funds
Our values are simple – to be independent, transparent, supportive and straightforward. If you want your money to work harder or you have a UK pension fund and need advice on your options, then please contact us today. Our friendly team is here to help.