English-Speaking Investment consultants in Barcelona

I talked with Rafael to help me organize my finances and do an overview of my monthly income and everything. Over about 2 months he helped me save more money and start some investments in ETFs, and now I have a much better overview of my daily life and monthly life. He created a PPT to show me how he works and an Excel file so I could draw everything and make it more visual, and we shared info by email and WhatsApp. Communication was super nice and he is always available to help me, and we defined a plan for 2 years that I’m now following.

I reached out to Rafael about two months ago to help us organize our finance life in Spain. He’s supporting us to review our expenses, guide us through possible investments, and how to prepare and plan for retirement, bringing a lot of interesting data and tax knowledge that we could not get easily. He is very dynamic, easy to understand, very didactic - he teaches very well, brings examples, and our virtual meetings are always very clear, plus he’s very responsive and even joins in advance. Price felt fair compared with consulting groups, and so far after about five sessions we are impressed and very satisfied with his service.

Rafael is my financial consultant and he’s been helping me with my private finance, how to deal with my money in a more intelligent way. I had zero knowledge and he came with a lot of basic and very well explained information, very dedicated and professional, and honestly my finance changed for the better with a clear long-term impact. He was always responsive, always available, and always on time. The price at first looked like a lot, but the savings from the consulting are way more, so it’s fair.