Offshore World S.L, a truly independent financial services company, was founded in 1998. Based in Benitachell on the Costa Blanca, Offshore World sl provides financial advice to all the English speaking expatriate community living or owning property in Spain. As expats themselves, they worked under the regulation of the UK Financial Services Authority, and they incorporate into their business practices here, the standards developed over the past twenty years under the FSA.
Their advisers hold the Chartered Insurance Institute's (CII) Financial Planning Certificate and/or the Financial Advisers International Qualification, and they are members of Inter-Alliance Worldnet, the largest network of Independent Financial Advisers in the world. This gives them access to many products and providers that are not generally available to other advisers in Spain, such as 'niche' products offering protected investment in commodities, short term high income plans and guaranteed income/growth plans.

With no financial ties to any product provider, Offshore World offer a truly unbiased appraisal of which services or investments best suit your needs and risk profile. As well as offering a comprehensive range of tax efficient investment products, they initiated a programme of research into non-equity related products to meet the needs of those requiring alternatives to market related funds. For investors looking for peace of mind, they have a range of low risk plans that are not subject to the EU Savings Tax that is now penalising investors who have historically relied on returns from banks and building societies. Another of their unique products is an equity release scheme providing a guaranteed tax free income for life which is not dependant on stock market related returns or minimum property values.

As a client of Offshore World sl, you will benefit from a full review of your current financial status, to enable you and your adviser identify your needs and aspirations for your future financial security. Your adviser will take into consideration your risk profile, the need for income and tax efficiency etc, and prepare a written recommendation report detailing the benefits, costs/charges and any potential penalties of each product recommended.

Guaranteed Growth & Income Funds
Traded Life Funds
Personal Portfolio Bonds
Equity Release for Income / Cash Lump sum
Mitigating UK / Spanish IHT
Tax Efficient Wrappers
Spanish Mortgages - Resident / Non-Resident
Mortgage Protection
Life Assurance
Funding for Residential Care

They will help you with all of the above. As we said at the beginning, they really are nice people to deal with.