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The Expat Financial Health Check (Spain)

A guide for UK nationals in Spain on sense-checking how retirement and investment money is being looked after, including fees, suitability, and review frequency.

What is inside

  • The five things worth checking about your current arrangements
  • How adviser fees compound over time
  • Two worked scenarios: left to run versus reviewed
  • How to get a human-reviewed introduction to a regulated specialist
The cover of The Expat Financial Health Check (Spain)

The actual cover, exactly as delivered.

Pharos Introductions is an introducer and does not provide advice. This guide is information only. Read our disclaimer.

Get The Expat Financial Health Check (Spain). Information only, not advice.

What happens with your details

The journey of an introduction brief from form to first conversationA four-stop path. First, you submit the form in about five minutes. Second, a person reads every submission; nothing is automated. Between the second and third stop sits a gate marked never auto-forwarded: your details go nowhere until you have been informed. Third, your brief goes to one matched firm only. Fourth, the conversation continues directly between you and the specialist, and Pharos steps back.NEVERAUTO-FORWARDED01You submit the formabout five minutes, your words02A person reads itevery submission, no automation03One matched firmyou are informed first04Direct conversationPharos steps backYour details pass one gate, once, with your knowledge.
We review every submission before any introduction is considered. Details go to one matched firm only, never to a list.
A terrace overlooking the sea at dusk
Five checks, two worked scenarios, and the questions worth asking about arrangements that have quietly run for years.Matthias Groeneveld / Pexels