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We help you manage your wealth.

Click the button below and we’ll get in touch to understand your needs and build a plan together.

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"A customer testimonial that highlights features and answers potential customer doubts about your product or service. Showcase testimonials from a similar demographic to your customers."

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Situations Where Independent Financial Advice Is Key:

I have savings in the bank and want to invest them wisely, but I’m not sure which products truly fit my profile and goals.

I’m about to receive an inheritance (or a significant financial windfall) and need impartial advice to make the right decisions from the start.

I want to maintain my lifestyle in retirement, but I’m not sure how to plan for it or exactly how much I’ll need.

I want to support my children in the future—whether with private education or a stay abroad—but I don’t know how to structure my finances to achieve it.

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Frequently Asked Questions

What is the cost of the service and what kind of fees apply?

Our advisory service does NOT have an extra cost for the investor, since it is a model where costs for the client remain the same regardless of the distributor.

It is important to note that all investment funds include fees embedded in the Total Expense Ratio (TER) of each fund. These fees are shared with distributors, but by choosing us, you gain the added benefit of our personalized advice.

How can I register as a client?

Registration is simple and quick. Click HERE or visit our “Contact” section. It will only take a minute to answer a few initial questions, after which we will contact you directly to finalize the process.

Do I have to hand over my money to you? What happens if my advisor is not available?

No, your money will always be safe and in your name at the institution (Bankinter, S.A.), with you retaining full control. Our mission is to help you optimize its management. In the unlikely event that your advisor is unavailable, a new qualified professional will be assigned to you, and you may choose whether to continue or change.

Can I keep my current bank and still receive your advice?

To benefit from our advisory services, you must open an account with Bankinter, S.A., the institution we work with. However, we offer a wide range of investment options thanks to our fully open architecture.

Do you offer a personalized service or use robo-advisors?

We definitely offer a personalized service. Trust between client and advisor is one of our core values, and we firmly believe in the importance of a personalized relationship to achieve your financial goals.

What is your legal status?

We are financial agents (Quality Finance Wealth Management, S.L.) authorized by Bankinter, S.A., and duly registered with the Spanish National Securities Market Commission (CNMV).

Is in-person assistance possible?

Yes, we offer in-person service in several regions, such as Aragón, the Basque Country, La Rioja, Navarra, Catalonia, and the Valencian Community.

Can I invest only in ESG-compliant funds?

Of course. In addition to the fact that most funds already incorporate ESG criteria in portfolio selection, we strive to provide an even more sustainability-focused selection, including exclusively investment funds that comply with Articles 8 and 9 of the SFDR.