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.
Company Details
- Employees
- 71
- Founded
- -
- Address
- Calle Jardin Botanico, 23/24,, La Cala De Mijas,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.pccwealth.com
- Keywords
- Pensions, Property, Investing, Personal Finance, Estate Planning, Wills, Insurance, Portfolio Management, Financial Planning, Retirement Planning, Wealth Management, Succession planning, Cross Border Pension Transfers, Ex-pat Financial Advice, Investment Advice, Legal, Inheritance Tax Planning, CGT Planning, Insurance, Expats.
- HQ
- Malaga, Mijas Costa
Private Client Consultancy Questions
Private Client Consultancy's website is http://www.pccwealth.com
Private Client Consultancy's LinkedIn profile is https://www.linkedin.com/company/private-client-consultancy
Private Client Consultancy has
71 employees.
View email and phone details for 71
employees at Private Client Consultancy.
Private Client Consultancy's industry is
Financial Services
Private Client Consultancy's top competitors are
Asset Street Sa,
Rothschild & Co,
Belgravia Wealth Management,
Ambient Wealth Management,
Mg Advising,
Pcc Property,
Private Client Consultancy Wealth Network,
Hoxton Wealth,
Sjb Global,
Devere Group.
Private Client Consultancy's categories are Financial Services
Private Client Consultancy's founding year is 2020
