Financial Adviser Toledo and surrounding areas.
You have landed on the right page with your Financial Adviser Toledo search.
Callaghan Financial Services have been established in Spain since 2006. All our advisers are qualified to a U.K standard and we only advice on regulated products.
How Callaghan Financial Services can help with your Financial Adviser Toledo Search.
- We have no upfront and no obligation policy.
- Free initial assessment on all your existing plans.
- Beneficiary options.
- Face to face meetings.
- Transparent fees.
- Advice on your U.K pensions.
- Is your QROPS in the right jurisdiction?
- Make your cash savings or ISA’s work for you.
- Currency exchange quotes. Regular payments. Free quotes.
- Consolidate all your U.K pensions into one easily manageable QROIPS.
- 24/7 secure on line access to view your investment.
- Greater investment choice.
- Risk assessed investments.
- Tax efficiency.
- Protect your heirs with nominating beneficiaries.
- Bespoke solutions.
- Full access to your U.K pension or existing QROPS.
- 30% Pension Commencement Lump Sum with a QROPS transfer.