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Retiring in Spain? This financial advisor can help

Get top financial planning assistance as a pensioner abroad

Peter Dougherty helps people who are retiring, or have retired, to Spain. He explains why the terms FATCA, PFIC, FBAR, FEIE and MiFID are important to them*. Most importantly, he helps them to think about finances with a global mentality and to plan accordingly.

Peter has a long list of credentials to be able assist retirees in Spain:

He worked at Wall Street investment banks for 20 years;
He is certified as a Chartered Retirement Planning Specialist® in the United States and as an Investment Adviser Representative in North America;
He’s written two books explaining how Spanish and American tax and financial rules overlap – one in English and one in Spanish;
He’s also certified as a European Financial Planner in Spain.

For any retiree, Peter points out that they should adhere to the common-sense rules of retirement no matter where they live. For retirees in Spain, he adds that it’s important to find a qualified native English-speaker who works as part of a team of Spaniards; only by understanding both sides of the cards they’ve been dealt – the Spanish and American sides – will they optimise their retirement and other financial planning.

Because of this, Mr. Dougherty works as a financial planner at Spain’s pioneering financial planning firm, BISSAN Wealth Management. Since 2010, BISSAN has been assisting families and individuals with their financial planning needs. It is authorised and supervised by Spain’s National Securities Market Commission (CNMV). BISSAN has offices in both Barcelona and Bilbao.