About The Finance Tour – Spain November 2022

The Finance Tour is the only truly independent investment and pensions seminar in Spain,bringing speakers from major FTSE listed investment and pension companies to the Costa Blanca. The Finance Tour offers the opportunity to have your questions answered on investing, pensions, inheritance tax planning and more, from companies that manage the finances of over 25 million customers worldwide.

Feedback from the tour has always been overwhelmingly positive, with attendees particularly focusing on how refreshing it is to be able to meet speakers from companies they knew and trusted when they lived in the UK.

Returning to Spain for the fifth time, we’ve had questions covering a wide range of financial concerns for Brits living in Spain. Questions ranged from how to invest safely and tax efficiently in Spain, right up to more complex areas like Trust and Succession Planning for Spanish residents with UK based beneficiaries. Naturally, a lot of questions also focused on pension planning, and having a representative from a trusted UK pension company on the tour proved extremely useful.

Cut out the middle man, and ask those vital questions directly to the trusted UK institutions who have designed savings, investment and pension solutions specifically for British expats here in Spain.

There will be short presentations from The Pru, Brooks Macdonald, Chorus Financial & Novia Global, followed by an open Q+A session. At the end of the Q&A you will get to enjoy hot beverages and have a chance to speak with our presenters and local experts.

Attendance is essential for anyone seeking financial advice on investments, pension transfers, tax, succession planning, along with generic legal and tax advice relevant to your life here in Spain. For those with existing investments, including QROPS and Spanish bonds, you’ll discover how crucial changes to your underlying investments can strip away fees by as much as 75%, vastly improving returns.

Visiting five popular venues on the Costa Blanca this November, attendance at the Finance Tour is free, however booking early is recommended due to limited availability.

Prudential International

Dating back to 1848, and now part of M&G PLC, PRU has been caring for their customers for 174 years. PRU provide solutions designed for Brits living in Spain.

Brooks Macdonald

British investment management firm with 14 offices across the UK, Channel Islands & Isle of Man. Dedicated to providing an outstanding level of service for over 30 years. Offers a suite of model investment portfolios in EUR, GBP & USD.

Novia Global

Multi-award winning international wealth management platform. Simple & transparent, offering a suitable solution for standalone investments, as well as pension transfers via their in- house International SIPP offering.

Chorus Financial

Chorus Financial gained international recognition in 2018, receiving a major award for their 2 year campaign to better educate the British population in Spain on how to approach financial planning and investment management.

A company founded on the principles of honest, ethical advising, Chorus have quickly grown to become the most trusted names in financial planning in Spain.

Chorus attend in support of the main speakers to cover general questions on financial planning, and also to help attendees understand what to look out for when it comes to prudent pension and investment advice here in Spain.

The Finance Tour Dates

Spain November 2022

Tuesday 22nd November

5pm start

DoubleTree La Torre Golf, Murcia

Wednesday 23rd November

11am start

Chorus Financial office, Benijofar

Wednesday 23rd November

4pm start

Las Colinas Golf & Country Club

Thursday 24th November

11am start

Suitopia Sol y Mar Suites Hotel, Calpe

Thursday 24th November

4pm start

The Parador Hotel, Javea

© Copyright - The Finance Tour ™ 2022