Elysium Wealth Advisors: Independent financial planning, pension advice and wealth management for expats in Spain
Retirement planning, investment strategies, tax advice, estate planning and insurance solutions, all tailored to your individual needs as an expat in Spain
Living in Spain is a dream for hundreds of thousands of expats, but managing your finances from abroad is a whole different challenge. Tax rules, pension transfers, investment decisions, estate planning... it all gets considerably more complicated once you've crossed borders, and getting it wrong can be costly. That's exactly where Elysium Wealth Advisors comes in.
The company provides independent, personalised financial advice to expats, private clients and families, with a particular focus on people living in Spain and across Europe. Their team brings decades of experience and holds industry-leading qualifications, and the whole approach is built around your individual circumstances rather than a one-size-fits-all solution.
This commitment to client-focused advice certainly hasn't gone unnoticed. Best Of Best Reviews recently named Elysium Wealth Advisors the Best Expat Financial Advisory Firm in Europe for 2025, recognising their expertise in wealth management for expats and high-net-worth individuals dealing with complex cross-border finances.What services do they provide?
Elysium Wealth Advisors covers a wide range of financial services, all designed to work together to protect and grow your wealth over the long term.
On the investments side, they offer everything from regular savings plans and wealth management to exclusive portfolio management and bespoke managed portfolio solutions. If you're looking to make your money work harder, they'll help you figure out the best way to do it.
Retirement planning is another big area, and it's one that catches a lot of expats off guard. The team offers specialist advice on SIPPs (Self-Invested Personal Pensions), QROPS (Qualifying Recognised Overseas Pension Schemes) and QNUPS (Qualifying Non-UK Pension Schemes), which are all particularly relevant if you've moved abroad and need to think carefully about what happens to your UK pension. Getting this right can make a significant difference to your retirement income, so having qualified, experienced advisors in your corner really matters.
They also handle tax planning, protection planning, insurance solutions, estate planning and expat investment planning, as well as property services for those looking to incorporate bricks and mortar into their overall financial strategy.
Why choose Elysium Wealth Advisors?
There are a few things that set them apart. First, they're genuinely independent, which means their advice is tailored to you rather than tied to any particular product or provider. Second, they offer complete transparency throughout the process, so you'll always know exactly where you stand and why. Third, appointments are available both online and in person, making it easy to get proper, qualified advice wherever you happen to be.
As well as Spain, the team works with clients in Portugal, the UAE and beyond, and they make regular visits to the UAE to ensure face-to-face support is available for clients based there.
Getting started
Whether you're newly arrived in Spain and trying to get your finances in order, or you've been here for years and feel like your money could be working harder for you, Elysium Wealth Advisors should be your first port of call.
The team is available around the clock, so you don't have to wait for office hours to get the ball rolling.
Visit elysiumwealthadvisors.com for more information, email Gary at gary@elysiumwealthadvisors.com, or call on +44 74444 13087 or +34 674 587 950.
You can also find Elysium Wealth Advisors on Facebook: www.facebook.com/elysium.wealth
Address
The Black Church, St MAry´s Place, Dublin, IRELAND, DO7 P4AXTel: +44 74444 13087 / +34 674 587 950
Independent, personalised financial advice for expats, private clients and families in Spain
Elysium Wealth Advisors offers independent, personalised financial advice to private clients, expats and families across Europe, the Middle East and beyond, with a dedicated team that takes the time to understand your individual goals and circumstances.
Their services cover everything from investments and retirement planning to tax planning, protection planning, insurance solutions and property services.
Whether you're just starting to think about your financial future or you need specialist guidance on managing and growing existing assets, they've got the expertise to help.
Elysium Wealth Advisors works with clients across Spain, Portugal, the UAE and further afield, and the team ensures that personalised, face-to-face support is available wherever you happen to be based.
Elysium is an approachable, client-focused outfit that understands the unique financial challenges that come with expat life, and the team is available around the clock if you need them.
To find out more or to get in touch, visit elysiumwealthadvisors.com, drop Gary a line at gary@elysiumwealthadvisors.com or call on +44 74444 13087 or +34 674 587 950.
