Wealth Managers & Investment Consultants · Barcelona
English-speaking retirement planning adviser in Barcelona
Retiring in Spain involves tax, healthcare and residency, and a plan helps you see the full picture.
In Spanish: planificación de la jubilación. Each business below lists retirement planning adviser or a closely related specialty. We check for a sign of English and a real address, not fluency, so confirm the service when you book.
See the 2 matches belowRetirement planning adviser in Barcelona
English-speaking options we found nearby. None of these are paying partners yet, this is an independent, informational list.
Barcelona Financial Adviser - Chris Burke (Spectrum IFA)
5.0(81 on Google)Pg. de Gràcia, 63, Eixample
Speaks: English, Spanish
Carrer d'Aribau, 195, Sarrià-Sant Gervasi
Speaks: English, Spanish
What to ask before you book retirement planning adviser
- How do you plan for tax and healthcare costs in Spain?
- What do you charge for planning?
- Do you review the plan regularly?
Typical prices in Barcelona, 2026
- Ongoing portfolio management0.5 to 2.5%
Typical market ranges from published sources, not the fees of any professional listed here.
Guides on retirement planning adviser
Financial Adviser or Wealth Manager in Spain: Expat Guide 2026
Regulated financial advice in Spain costs roughly 1% to 1.5% of assets managed a year, or a flat fee for one-off advice, in 2026. Here is what a wealth manager does, how regulation works, and what to check first.
Read the guideSpain Wealth Tax and Solidarity Tax 2026 for Expats: Catalonia Rates
Catalonia taxes net wealth above 500,000 euros, and a state solidarity tax applies above 3 million. Here is how both work for residents, non-residents and Beckham law expats, and when to file.
Read the guideQuestions
Is there an English-speaking retirement planning adviser in Barcelona?
Yes. 2 businesses in our directory list retirement planning adviser or a closely related specialty in Barcelona. We list a professional after finding a checkable sign of English and a real address, but we do not test fluency, so confirm when you book that the person treating you works in English and that they do this specific service.
What is retirement planning adviser called in Spanish?
Search for "planificación de la jubilación". Many Barcelona providers advertise mainly in Spanish or Catalan, so searching both languages shows the whole market, while the businesses listed here show English on their own website or social media.
How much does retirement planning adviser cost in Barcelona?
Ongoing portfolio management: 0.5 to 2.5% (% of assets managed, per year). These are typical ranges from published sources, not quotes, so ask for a written quote and compare.
What should I ask before booking retirement planning adviser?
How do you plan for tax and healthcare costs in Spain? What do you charge for planning? Do you review the plan regularly?