Jeff White ACSI Wealth Manager

Jeff White  ACSI Wealth Manager UK Qualified - Chartered Institute for Securities & Investments.

EU regulated DireccionGeneral de Seguros y Fondos de Pensiones .Independent Financial Adviser, helping individuals and their families navigate cross boarder Wealth Management.

25/07/2024

Please take the time to look at one of our 5-star reviews..

29/05/2024

28/05/2024

We’ll look to cover a number of topics including tax strategies and how to maximise your savings and boost your income for retirement.

Dear All, Would you kindly like and/or share this on your page. I really would appreciate it.
25/05/2024

Dear All,

Would you kindly like and/or share this on your page. I really would appreciate it.

27/10/2023

And... that's a wrap!

We would like to give a huge thank you to the venues and organisers in Huelva, Madrid, Marbella and Tavira, Portugal for accommodating our seminars, and to all who were involved in bringing the PCC seminars to life.

The attendance *even when the Heavens opened* was absolutely fantastic - with one of our guests commenting;

"Thanks so much for inviting me, please let me know about any similar talks going forward, it was very educational and I need to get more informed! Also, the food and drink was great!"

We are extremely pleased to hear that our attendees went away with some priceless knowledge and insights on Inheritance Tax that will allow them to make informed decisions about not only their future, but the future of their loved ones too. We are always humbled by the people we meet, and this series of seminars on Inheritance Tax brought some truly amazing people to us, ones we are very happy to have helped.

As always, if you are seeking advice surrounding Inheritance Tax, please feel free to drop into our Mijas office or to contact us at [email protected]. And be sure to follow us on social media to stay in the loop with all of our upcoming events.

Thank you.

https://pccwealth.com/

23/10/2023

Help Private Client Consultancy Wealth Management raise money to support The Bradley Lowery Foundation

18/10/2023

Are you dreaming of days in the sun?

At Private Client Consultancy, we can ensure that your plan achieves your personal goals.

Contact one of our Wealth Managers today at [email protected]

http://pccwealth.com/

Dirección

Málaga

Teléfono

+34602297406

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