Mathieu is based at Blevins Franks’ Javea office, looking after clients between Alicante and Valencia.
He has 15 years of experience in financial services. In his early career, Mathieu worked for Lloyds Bank as a financial adviser, beginning at branch level and eventually moving to private banking where he was responsible for high net worth clients. He set up his own company in 2015, which predominantly advised clients on investments, retirement and estate planning.
Mathieu achieved a bachelor’s degree with honours in Business and Marketing in 2001. He also holds the Certificate in Mortgage Advice and Practice (CeMAP) and a level 4 Diploma in Financial Advice (DipFA) from the London Institute of Banking and Finance (LIBF).
He has a passion for building long-term relationships with his clients, providing expert guidance to help them properly manage and achieve their financial goals. He is supported by Blevins Franks’ local Private Client Managers, as well as its in-house tax advisers, pensions, investment and client services specialists based in London and Malta.
Blevins Franks | Tax and wealth management advice
Blevins Franks is a leading pan-European financial advisory group to UK nationals living and moving abroad. It has 24 offices across Spain, France, Portugal, Cyprus, Monaco and Malta, with a head office in St. James’s Square, London. Dating back to 1975, it has been established in Spain for over 30 years, including a strong local presence on the Costa Blanca.
Its highly experienced advisers have a deep understanding of the Spanish tax regime and the financial planning needs of expatriates living here. They can help you make the most of your wealth in the most tax-efficient way in Spain, by providing integrated strategic financial planning advice and solutions covering:
Tax Planning – minimising tax on income, capital gains, pensions, wealth and inheritances.
Investments – protecting your wealth through an investment strategy designed to suit your
circumstances, goals and risk appetite.
Estate Planning – navigating Spanish succession law and tax to ensure your assets end up in the
right hands, at the right time, in the most tax-efficient way possible.
Pensions – exploring your options for your UK pension funds, including the tax implications
in Spain, to find the best long-term solution for you.
Mathieu will be happy to answer any questions you may have about tax and financial planning in Spain, or to review your wealth management to ensure it is up to date and suitable for you.