Poblenou · Sant Martí

English-speaking wealth manager & investment consultant in Poblenou, Barcelona

WHATwealth manager & investment consultantWHEREPoblenouMATCHES2

Investing in a second language is a risk. Make sure you understand every product you are offered.

English-speaking wealth managers and investment consultants for expats and residents in Barcelona.

We've verified 2 English-speaking wealth managers & investment consultants in Poblenou, listed below with what they specialize in and what languages they speak.

See the 2 English-speaking wealth managers & investment consultants below

2 matches found near Poblenou

Real and verified. Add your details and we will email you a copy with contact details and typical prices for this service in Barcelona.

1
BF

Eixample, Passeig de Gràcia (serves all of Barcelona)

Cross-border financial planning for expatsInvestments & pensionsTax-aware planning

Speaks: English

Price not verified · Typical in Barcelona: Ongoing portfolio management 0.5 to 2.5%

2
PC

Barcelona-wide

Cross-border financial planning for expatsPensions & inheritance taxFCA-qualified advisers

Speaks: English, Spanish

Price not verified · Typical in Barcelona: Ongoing portfolio management 0.5 to 2.5%

Wealth Manager & Investment Consultant specialties in Poblenou

Looking for something specific? Each specialty page lists only the English-speaking wealth managers & investment consultants that mention it.

Wealth Managers & Investment Consultants in Poblenou

At a glance

We have verified 2 English-speaking wealth managers & investment consultants in Poblenou. None are based in Poblenou itself: they serve Poblenou from elsewhere in Barcelona. Specialties covered include cross-border financial planning for expats, FCA-qualified advisers, investments & pensions, pensions & inheritance tax or tax-aware planning.

Languages spoken by the 2 listed wealth managers & investment consultants
LanguageProfessionals
English2 of 2
Spanish1 of 2

English-speaking options we found nearby. None of these are paying partners yet, this is an independent, informational list.

Prefer not to call around? Tell us what you need and we will ask a service provider to contact you, or open a profile and request an introduction to the one you like.

1
BF

Eixample, Passeig de Gràcia (serves all of Barcelona)

Cross-border financial planning for expatsInvestments & pensionsTax-aware planning

Speaks: English

Price not verified · Typical in Barcelona: Ongoing portfolio management 0.5 to 2.5%

2
PC

Barcelona-wide

Cross-border financial planning for expatsPensions & inheritance taxFCA-qualified advisers

Speaks: English, Spanish

Price not verified · Typical in Barcelona: Ongoing portfolio management 0.5 to 2.5%

How we verify listings

About English-speaking wealth managers & investment consultants in Poblenou

Also searched as financial adviser, investment adviser or financial planner (in Spanish: asesor financiero). Poblenou is also known as Poble Nou or 22@. People contact an English-speaking wealth manager & investment consultant in Poblenou for investment planning, retirement planning, cross-border tax planning or portfolio review.

  • wealth manager
  • financial advisor
  • investment consultant
  • pension planning

English-first

No language barrier, ever.

Local to Poblenou

Matched near where you live or work.

WhatsApp friendly

Fast replies, no phone-call anxiety.

Typical prices in Barcelona, 2026

Typical market ranges from published sources, not the fees of any professional listed here.

Guides on wealth managers & investment consultants and related topics

Questions

Do I need to be a resident of Poblenou to use this?

No. Most of the professionals we list also see visitors, tourists and short-term residents, not just people who live in Poblenou. We match you by where you'd like to be seen, not where you're registered.

How do you confirm a wealth manager & investment consultant actually speaks English?

We only add a listing after finding an explicit, checkable signal that they offer service in English, such as a review, their own business name, or their website, cross-checked against their real address on Google Maps. We don't guess.

Can I find a financial adviser or asesor financiero in Poblenou?

Yes. This page lists English-speaking wealth managers & investment consultants in Poblenou, which covers what people often search for as financial adviser, investment adviser or financial planner, or in Spanish, asesor financiero. If you need something more specific, tell us and we'll match you.

Is this free to use?

Yes, always. We're paid by professionals who want to be found by you, never by you.

Can I compare more than one wealth manager & investment consultant in Poblenou?

Yes. We show every English-speaking option we've verified for Poblenou on this page, and submitting your details gets you the full ranked list by email with contact details and a Google Maps link for each.

How much does a financial adviser cost in Spain?

Ongoing wealth management typically costs around 1% to 1.5% of assets managed a year in 2026, while a one-off review or pension consolidation is often a flat fee agreed in advance.

Read the full guide with sources

What is the wealth tax threshold in Catalonia in 2026?

500,000 euros of net wealth, lower than the 700,000 euro state default, according to two 2026 adviser guides. Catalan rates run from 0.21 to 2.75 per cent, with a 3.48 per cent bracket above 20 million euros.

Read the full guide with sources

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Wealth Manager & Investment Consultant in other areas