A TRUSTED PARTNER TO BUILD & PRESERVE WEALTH & LEAVE A LEGACY
If you are an athlete, entrepreneur, business owner, retired executive, or expat and want to have peace of mind you need a dedicated consultant with hands-on experience in holistic wealth management and financial planning.
I PROVIDE INNOVATIVE THINKING, STRONG ETHICS, AND PROACTIVE PROBLEM-SOLVING APPROACH TO EVERY CLIENT RELATIONSHIP
CREATING A FINANCIAL PLAN, INVESTING IN COMMERCIAL PROPERTY, IN PRIVATE EQUITY OR NON-STANDARD INVESTMENTS ARE IMPORTANT DECISIONS. THAT’S WHY I PROVIDE A HOLISTIC AND PERSONALISED VIRTUAL SERVICE.
WHAT CLIENTS SAY:
“I have been working with Jose since the beginning of the year. He has been a crucial part in the market research part of my business and his market knowledge is second to none. He has provided us with many creative solutions many of the have already been implemented. If you are looking for a creative and solution oriented consultant that has an excellent market knowledge do not hesitate to contact him.”
Babak Alimoradian, Founder of Schengate & Director at Team Xtreme Spain
Holistic Financial Planning and Bespoke Service
I provide bespoke service in-person and remotely in the UK and Europe if you pay UK taxes.
Wealth Management
My role as Wealth Management Consultant is to manage both long-term planning and the habits of clients in their twenties who have the spending power of a company director in their mid-forties.
Financial Planning
I help clients have create and tweak regularly a financial plan to address unique needs and give them security and peace of mind so they can focus on their career and retirement lifestyle plans.
Tax Planning
I offer access to expert advise on tax strategies to minimise tax liabilities and ensure compliance with tax regulations while thinking of the planning for their legacy and transfer of wealth.
Exclusive Offer
Free Initial Consultation
Book your free first wealth management consultation today!
Jose Gigante DipPFS, FRSA 