Private Client Consultancy
Company

Private Client Consultancy

Financial Services Mijas, Ch 71 employees
Employees
71
Contacts
1
Emails
1

Private Client Consultancy Overview

Headquarters
Mijas, Ch
Industry
Financial Services
Employees
71
Founded
2020
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Private Client Consultancy

From Finance to Lifestyle — Bridging the Gap for Expats in Spain At Private Client Consultancy (PCC), we believe financial planning should do more than grow wealth — it should unlock opportunity, freedom, and fulfilment. That’s why we offer a fully integrated service under one roof: financial advice, property consulting, legal support, and insurance — all tailored for expats, retirees, families, and investors making their move to Spain. We start with your lifestyle goals — not just your numbers. Whether you’re retiring to the coast, investing in property, or securing your family’s future, our cross-discipline team works together to ensure every decision aligns with the life you want to lead. No sales-first mindset. Just honest, expert advice built around your vision. Our clients value: A human, lifestyle-first approach to finance Seamless support through relocation, wealth management, and legal transitions Empathetic, strategic guidance through emotionally charged decisions With offices in La Cala de Mijas, Portugal and Switzerland, we serve clients across Europe, Switzerland and the USA — helping you not just manage your wealth, but truly live it. Unlock. Live. Thrive. Your lifestyle. Our expertise.

Private Client Consultancy Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Private Client Consultancy Org Chart

Sample employees and titles
Name Title Contact
John Alden Managing Partner at Private Client
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Oliver Kelley IT Security Consultant
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Angelica Polo
Email
Alexander Savitt Senior Wealth Adviser
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Employees by Management Level

Individual contributor 2 profiles
Senior / Lead 1 profile

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