Advies Wealth Group

fully independent and regulated investment firm, working with international clients across Europe and UK clients to plan and help achieve their financial objectives.

The Advies Wealth Group is an insurance and investment intermediary working with regulated entities with IMD and MiFID licenses to provide appropriate client solutions throughout Europe under Freedom of Services and Freedom of Establishment agreements. Working in France, Portugal, Spain and Italy.

As your financial partner, we commit to staying focused on your needs throughout your time with us – no matter how they change.

To achieve this, we spend time with you at the outset to make sure that we understand your priorities, and to discover what you are trying to achieve. We will also work with you to calculate your attitude to risk, so that we can set reasonable expectations, and jointly create a financial strategy.

Our initial planning discussions will determine which of our products and services are most appropriate to you. Financial plans that we have created for our clients include:

Capital Investments
Regular Savings Plans
Education Fee Planning
Retirement Planning
Pensions Transfers
Portfolio Management
Investment Trusts
Succession & IHT Planning