Private Client Consultancy Information

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.