A key aspect of Keane Pensions and Investments is that they are regulated both in Spain and the UK, so their services are appropriate both to ex pats resident here, and to the many British citizens who own property here and spend part of their time on the island.
Independent Financial Adviser Alan Keane has been living and working in Lanzarote providing advice to Expats here. Alan was also been a partner in a seperate UK IFA firm and regularly returns there to review his existing clients. He has recently launched his new business here, Keane Pensions and Investments. This new company combines all his work and offers services for clients in Lanzarote and Fuerteventura for both Spanish and British residents looking for a highly qualified and experienced professional to assist them.
Services offered include:
- QROPS pensions transfers
- QNUPS
- Investments
- Pensions
- Wealth management
- Tax planning
- Savings plans
- Modelo 720 declaration assistance (This applies to people with assets of over €50,000 which needs to be reported now here in Spain)
Alan is qualified to the sought after CII Diploma level and being a member of The Personal Finance Society he also adheres to a very strict code of ethics.
In these days of low interest rates, Keane Investments can help you make the most of the assets you have.
Initial meetings are free of charge, and they can be arranged here in Lanzarote or in the UK. Investments can be arranged in a number of currencies.
Contact Alan now for a no obligation initial meeting, and start 2014 with your finances being looked after with your best interests at heart.
Telephone: (0034) 626 184 724,
Email alan@keanepensionsandinvestments.es
Skype alankeane2
Keane Pensions and Investments is an appointed representative of Abana Lda 37-39 SOUTHGATE STREET, WINCHESTER, HAMPSHIRE,
ENGLAND, SO23 9EH. Website: www.abana.eu email: info@abana.eu Tel: 01962 65 84 54
Authorised and Regulated by the Instituto de Seguros de Portugal 412378472
Authorised by the United Kingdom Financial Conduct Authority 597069