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Roebuck Wealth - Financial Adviser

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Summary

Roebuck Wealth offer financial solutions on the Costa Blanca, specialising in Lump Sum Investments, Savings, Wealth Management, Pensions & Retirement Planning.

Location
Information
Address

Calle Escoles
03726
Benitachell
Alicante
Spain

Language(s) spoken
  • English
Roebuck Wealth offer financial solutions on the Costa Blanca, specialising in Lump Sum Investments, Savings, Wealth Management, Pensions & Retirement Planning.
 
For nearly 30 years, they have worked with individuals, families, businesses and institutions - to deliver services and solutions that help build, protect and manage wealth.
 
Roebuck Wealth are dedicated to helping British Expatriates, Invest, Grow and Protect their wealth better than any other. Their wealth managers offer free consultations to all their clients in order to present solutions on all aspects of financial planning and Wealth Management for medium and long term investment, pensions and savings in the most tax efficient and cost effective manner.
 

Roebuck Wealth - Financial Adviser

 
Independence and transparency is the key to what the team at Roebuck Wealth offer. They are able to select services and products from leading managers, investment houses, banks and insurance companies in order to give impartial and bespoke solutions to each and every client.
 
As a traditional company they offer one to one, face to face individual reports in writing. They do not cold call or transact business over the internet.
Roebuck Wealth - Financial Adviser
 

 
Lump Sum Investments

Roebuck Wealth have access to some of the world’s leading financial institutions such as banks and insurance companies.

While they recognise that “one size does not fit all” they have the knowledge and experience to successfully guide you towards the investment that suits your personal aspirations and goals. They strongly believe in diversification, flexibility and access to your money should you require it. Everyone’s Investment needs change as they progress through the different stages of life.

This is something they understand well so therefore provide flexible and adaptable investment solutions. They have many options for every type of Client, these are usually centred around, Flexibility, Access, Tax-efficiency, and your comfortable level of investment risk. This is not an invitation or offer to make an investment.

Roebuck Wealth - Financial Adviser


Pensions

UK nationals who have left the UK have the opportunity to transfer their pension plans into a QROPS. With their assistance you could improve the investment growth, flexibility and future financial security of your pension. There are many compelling reasons why you should consider this:

Larger lump sum (up to 30%)

Access at an earlier age (from age 55)

Tax-efficiency, access to better investments and more diversification

No obligation to purchase an annuity

You can name your beneficiaries

Important: Their wealth managers only utilise HMRC registered QROPS

Roebuck Wealth - Financial Adviser


Savings

There are many ways to save regularly for that all important Holiday of a Lifetime, Children’s Education or Retirement. However, few people can differentiate between Savings and Regular Investments. Savings are short term and tend to be in banks which offer very little return. Investments are medium to longer term and aim to “beat the bank” returns along the way whilst still providing flexibility and access along with tax-efficiency. As International wealth managers they can arrange a wide range of cost effective and flexible savings schemes from the worlds leading product providers.

Roebuck Wealth - Financial Adviser


Wealth Management

Wealth management means different things to different clients. It involves looking at all elements of ones financial life. This may involve several professional services such as legal and tax advice to produce a suitable, flexible holistic wealth management plan for life.

Roebuck Wealth - Financial Adviser


Customer Testimonials

"Our Adviser is very knowledgeable, Has a pleasant, friendly personality and provides a very professional service. We are looking forward to a long, happy association with him". Mr & Mrs L from Javea

"We are happy with the service you have given us. We had some frozen pensions and needed some advice. Our adviser was very clear in his explanations and did everything he promised. We have already recommended him to our friends". Mr & Mrs D from Costa Blanca

"Your financial adviser is experienced and well qualified, as can be testified. He is not intrusive with his advice and listens carefully before suggesting how we could proceed. His attention to detail is most impressive and generates confidence"  Mr & Mrs G from Alfaz del Pi

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