Amalia Wealth provides financial planning services. We can help you understand how to make the most of your current financial situation, how to set priorities, and how to plan for future needs.
If required, we will then help you choose the best products to meet your individual needs; as an independent broker we have access to thousands of products from the world's leading financial companies.
We usually help you meet medium and longer term goals. Therefore once you become a client we will meet on a regular basis to ensure that you feel in touch with, and in control of your wealth. We will also give you informed constructive advice about making your money grow.
We have particular expertise in dealing with international clients, whose finances may be split between countries with different currencies and fiscal rules, and can access many products designed to meet the specialised needs of these clients
We can help with;
Retirement Planning
Education Funding
Investing for Growth
Estate Planning
Our clients have varying degrees of financial sophistication, and we are comfortable dealing with anyone - from financial novices to investment professionals.
Our business is built around the core principals of honesty, integrity and providing clients with clear, straightforward advice of the highest standards. We ensure that our meetings are conducted in a friendly, informative and unpressurised manner, and that you always get the time and space to make considered decisions.
Company Details
- Employees
- 3
- Founded
- -
- Address
- Valdemanco, Madrid 28729, Es
- Phone
- +34 605 89 09 32
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- amaliawealth.com
- Keywords
- Financial Planning, Tailor-made Savings & Investments, Independant Financial Advice, Insurance.
- HQ
- Valdemanco, Madrid
Amalia Wealth Questions
Amalia Wealth's helpline number is +34 605 89 09 32
Amalia Wealth's website is amaliawealth.com
Amalia Wealth's LinkedIn profile is https://es.linkedin.com/company/amalia-wealth
Amalia Wealth has
3 employees.
View email and phone details for 3
employees at Amalia Wealth.
Amalia Wealth's industry is
Financial Services
Amalia Wealth's support email address is info@amaliawealth.com
Amalia Wealth's categories are Financial Services
Amalia Wealth's founding year is 2009
