The Seagate Team

At Seagate Wealth Management, we all come to work every day to help Expats make the most of their finances.

We are a team of Independent Financial Advisers that previously worked for some of UK´s leading banks including TSB, Barclays, Halifax and Lloyds Bank.


From day one our vision has been simple – to be independent, transparent, straightforward and supportive. We are passionate about delivering bespoke solutions to our clients´ financial needs.

Client First

We place clients at the forefront of our operations, ensuring their needs and expectations are met.


We operate with honesty, ethics, and professionalism in all dealings with clients, maintaining the highest standards of integrity.


We’re open and honest in all its dealings, providing clients with all necessary information about products, services, fees and charges.


We maintain regular communication with clients, providing them with updates and reviews of their financial situation, and offering ongoing support as needed.


We’re flexible and adaptable to changing financial needs, providing clients with customised solutions that meet their unique requirements.


We’re always available to clients, providing prompt and responsive customer service and support.

What our clients say

I would just like to say how helpful the team at Seagate are. From ringing the door-bell some months ago to the present day, I can only say good things about you all. The time & support you have given me in explaining my options re investing my savings and now my pensions, has made what I thought would be a daunting process far from it.The whole team are welcoming and assist with any queries or need for reassurance, promptly and in a non-judgemental, reassuring manner. Thank you Seagate

Shenah in Algorfa

I would like to say how satisfied and impressed I have been with my dealings with Seagate Wealth Management. In particular to pension specialist Robert Pearl and my adviser Karen Palmer who took all the stresses out of getting my finances in order in a very professional manner

Tim from La Marina

We have been with Seagate Wealth Management for approximately 6 years and found all members of staff very professional and friendly, they always have your best interest and nothing is too much trouble always ready to help and advise you.

Graham and Denise from Ciudad Quesada