Is your private banker unable to provide you with the right financial solutions?

Fiduciary Wealth Team

Have you solicited tax advice on Modelo 720 and you have been told to seek that advice elsewhere? Did you go to see them to seek assistance on FATCA and they turned you away? Are you frustrated that they don’t seem to know anything about which tax efficient structures to use to help legitimise your financial assets in your country of residence?

Have you found your private banks investment advice lags the market and they are not proactive enough? Are you disappointed with their lack of financial planning advice and inability to provide impartial advice? Do you feel they are turning you away? Are you losing faith or have lost faith in your private banker?

If you are looking for impartial financial planning, retirement planning and investment management advice speak to a certified financial planner today. Call Tel: +34900102374 or email to arrange an appointment now.