Welcome to Callaghan Financial Services.
You have landed on the right page with your Expat Investment Advice search. We can also help with your investment Advice Torrevieja, investment advice costa blanca, investment advice costa del sol & investment advice costa brava search.
Which type of investment are you looking for? Are you looking to purchase an investment property or to invest in a model portfolio? Continue reading about Expat Financial Advice below.
- Investing in a property: Callaghan Financial Services can provide bespoke solutions if you are considering purchasing a property in Spain. We can provide a variety of options if you are considering purchasing a newly built property in Spain. Options include a fully furnished and white goods package and various cash back packages. Terms and conditions apply. Contact us with your exact property requirements and we will find the right investment property for you.
- Investing in a Portfolio: The first thing you should consider is how much do you wish to invest. Once this has been established we will provide a risk questionnaire that will indicate a suited portfolio. Once we receive your completed questionnaire, we will then assist with generating a no obligation investment proposal. This proposal document will allow you to see where your money is invested and past performance charts are also available. Upon completion of your investment you will receive secure online logins that will enable you to view your account 24/7. Callaghan Financial Services will also send quarterly valuations with the opportunity to meet our advisers to discuss your portfolio and objectives.
No two investors are the same
You have found us ranked on page one with your expat investment advice search. Other areas that you will find us ranked on page one are, investment advice Costa del Sol, Investment advice Costa Blanca, Investment advice Costa Brava and also investment advice Torrevieja.
Because no two investors are the same, we listen to your objectives and likewise try to achieve your objectives throughout the years. Above all, we look at the risks involved with investing, are you a defensive investor or maybe you are an adventurous investor? The completion of our questionnaire will indicate the right portfolio for you. Maybe you would like a percentage of your investment in different model portfolios?
For the reason that no two investors are the same, you should look at the pros and cons of investing in a property or an investment portfolio?
- Investing in a property. Are your intentions to generate a rental income from your investment property? We can help with finding you the right tenants with our vetting service. As above, we also provide various packages when you purchase a newly built property from Callaghan Financial Services.
- Investing in a Portfolio. We have covered some of this above. Contact us to arrange a no obligation meeting to discuss your full objectives.
Callaghan Financial Services are global leaders in UK pension transfers and investments. But don’t take our word for it, read some of our open and public reviews here: Testimonial Page
Finally, simply complete the below enquiry form and one of our advisers will give you a call. We can also be found on all social media, just search Callaghan Financial Services or use hashtags #callaghanfs #qrops – Enquiry Form