Kindly be informed that our office will be closed for Christmas Holidays commencing Wednesday 24th December 2025 and reopening Wednesday 7th January 2026. 🎄 🎅 🎁

What our clients say

We’ve recently been dealing with Seagate Wealth Management to transfer our investments from the UK, and couldn’t be happier with the service. We told them what we wanted, and they explained our options in plain English without any pressure. The friendly team have made the process easy and straightforward, we would definitely recommend them.

Karen & Bob from Ciudad Quesada

Having dealt with Seagate Wealth Management for many years, my husband and I cannot express strongly enough how satisfied we are with the advice given and investments made through them.  On entering their office in Benijofar we have been treated with respect and friendship from all the staff with a particular mention to Karen Palmer.

Christine and Ian from Orihuela Costa

We have been looked after by Seagate Wealth Management for a number of years, firstly by Mark Harrison.We were given very good advice and were happy with the dealings we had with Mark. As the business grew we were later transferred to Karen Palmer.We have been totally happy with all the advice given to us as well as the help with other matters.We would be happy to recommend the company to anyone who is thinking of making Investments and who needs help out here in Spain.

Irene & Terry from Orihuela Costa

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

I have been a client of Seagate Wealth for a number of years and have generally found their advice to be sound. Initially, I dealt with agents working remotely and did not visit their Benijofar office. More recently I have had excellent meetings in the office, which I find preferable. Over the past year, all queries have been dealt with efficiently and I have no hesitation in recommending their services

Derek from Totana
We have found Seagate Wealth to be very professional in their approach to investment management and would certainly recommend to anyone in the future
Mr and Mrs Allen Benijofar

From my very first enquiry with Robert Pearl to the conclusion of the set-up of my investment portfolio, I have found Seagate Wealth Management to be an extremely, professional, friendly and knowledgeable team to deal with. Robert explained the options open to me in a clear and detailed manner.Both Robert and Karen Palmer went the extra mile in helping to bring together the transfer of a number of pensions from the UK which took longer than was originally anticipated, although through no fault of theirs. Robert kept me well informed at every stage. Karen’s knowledge of the market and clear explanation of the investment options available to me gave me the security and comfort to make the right investment choices for my long term financial planning.

Allan from Rojales

I cannot thank the staff at Seagate enough for the help I was given in finding my UK pension. The service and professionalism was second to none. Not only did you find my pension that no other company could fine, but did it in only 3 hours. The whole process took less than 6 weeks from start to completion. I would strongly recommend Seagate to everyone

Mrs M Playa Flamenca

I have been dealing with Seagate for some time now. I am more than happy with the service that they have provided. Lorraine and Rob have always dealt with any queries I have both promptly and professionally. I would not hesitate to recommend Seagate to anyone looking for assistance with any of the many services that they provide.

Jane from Guardamar del Segura

I would like to thank Robert Pearl for his assistance with the transfer of my pension fund from the UK.He was very helpful and communicative in every way possible. I would thoroughly recommend Robert and Seagate Wealth to whoever would like to invest, and inform them of how safe and trustworthy they are!I would also like to thank Mark Harrison, who made me feel very secure when explaining my investment. He was a pleasure to do business with, very informative and helpful.Overall I had a feeling of satisfaction and pleasure when dealing with this company.

Roger from Entre Naranjos