Tel: +34 93 665 8596 |


Financial advisers to the Yachting community

Financial Planning Advisers to the Yachting community need to understand the particular financial planning requirements of those owners, captains and crew members who are part of that community. This includes the fact that crews are often paid in dollars, the flexible nature of their contract, the need for flexible pensions and savings and how to purchase a property whilst being a member of a crew.

For owners, the understanding the impact of the ownership of a yacht on a wealth management strategy is very important. Our wealth managers take all these factors into account when providing financial planning to owners.

For advice from one of our regulated, experienced and qualified financial planning advisers to the yachting community call or email one of our advisers below.

* In most EU Countries, financial planning advice is provided using and within highly tax efficient Insurance contracts.

Fully Licensed and Regulated with representation in: France, Cote d’Azur, Spain, Barcelona, Costa Blanca, Mallorca & Costa del Sol.

Financial Services including Bank Accounts & Mortgages, Life & Health Insurance, Savings & Investments and Wealth Management.

In Spain:
Richard Rose
Tel: +34 656 374 960
Office tel + 34 93 665 8596

Costa del Sol:
Charles Hutchinson
Tel +34 95 279 7923

In France:

Tim Yates
Tel: +33 615 33 60 83
Office tel + 33 4 93 00 01 13

Peter Brooke
Tel: +33 6 87 13 68 71
Office tel + 33 4 93 00 01 13

Lorraine Chekir
Tel: +33(0)6 42 43 20 54
office tel + 33 4 93 00 01 13

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