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A new book published by Peter Dougherty, a Financial Planner for BISSAN Wealth Management in Spain and a Chartered Retirement Planning Counselor in the US, has won praise for genuinely helping to improve the financial health of clients.

 

‘The Dougherty Code: Secrets of Financial Planning in Spain Revealed’ is a book about Financial planning, of which there are many on the market, but this one comes with a difference. Very few financial planning books deal with the specific challenges faced by expats in Spain.

 

The financial planning advice given in the guide is practical and helps guide normal people, using non-technical language, to give more thought to growing their wealth and having a planned approach for how to achieve their life goals.

 

As it relates to the English-speaking community in Spain, the book focuses on particular challenges for those who relocate to other countries, such as language barriers and differing rules and financial systems.

The book guides the reader through the labyrinth that is the Spanish financial planning system where, in Dougherty’s words, “financial planning is relegated to the shadows and there are so few financial planners”.

 

While it is obviously a very broad subject and the underlying legislation is extremely complex, Dougherty’s triumph is his ability to make this world accessible for his readers, with a concise, approachable and at times humourous writing style that is supported by simple but highly informative graphs and examples devoid of any confusing jargon.

 

With chapter headings such as ‘What is Financial Planning?’, ‘Insurance’, ‘Ratios & the Metrics Approach’ and ‘Americans in Spain’, Dougherty sets out simple and easily understood strategies that take away the fear and stress of Financial Planning.

 

‘The Dougherty Code: Secrets of Financial Planning in Spain Revealed’ makes for essential reading for all foreigners in Spain!