Independent advice, paid by you.
Families and individuals with investments in Spain, the UK or both who want a second opinion that is independent of any bank.
Summary of terms
Note 2.1
Fees from
0.80 % a year on the first €/£1m
Timing
A full review within six weeks
For
Families and individuals
Led by
Marta Lozano
Fees are fixed in writing before we start. Excl. VAT.
A review of everything you hold, wherever it is
A written investment policy
Rebalancing proposals twice a year
Costs and fees shown in full
A yearly meeting with your adviser
Review
We look at everything you hold and what it costs you.
Advise
We write down a policy and the changes we recommend, with their tax effect in each country.
