Learn more about managing your money and achieving financial independence
Included in the guide:
- Q&A section to help set your objectives and understand your attitude towards money.
- Introduction to the 'wealth number' and understanding how much is enough for you.
- A template to calculate your expenses.
- An asset overview template.
- Tips for improving your cash flow.
- How you can stress test your plan against future scenarios.
- Your financial planning checklist.
This financial planning guide takes you through the necessary steps to define your objectives and start your personal plan.
Complete the form below to receive your free copy:
Key benefits of a financial plan
Answers to hard questions
The planning process will force you to answer hard questions about your money motivations and goals and help you find answers to questions such as "how much is enough?" and "how soon can I afford to retire?".
Financial independence
A financial plan helps you achieve your goals by clearly defining them. This will help you make the right changes now to secure the future you want. Our planning checklist ensures you don't miss any key steps.
Confidence
When there are market shocks or unexpected life events, a solid financial plan and the rewards that come with it gives you the confidence to make the right decisions in difficult times.
Contact us
Telephone: +34 910 234 122
Email: craig.gardner@unitedadvisersgroup.com
"Provided highly relevant information and expert advice."
Patricia Tibbles, Former Director at European Investment Bank
“Thanks for all your help, coordination and good customer service.”
CIO at Inter-American Development Bank
About us
We help expats
United Advisers Group (UAG) provide inspirational and innovative financial planning and wealth management advice to clients all around the world. We work with professionals who live and work internationally, to help them achieve a secure and enjoyable financial future.
Inspirational advice
Our job is to motivate you to improve your personal wealth. We believe the way to do this is through inspirational advice and sound financial reasoning.
We know you, your families and what your future goals are. UAG is always there to support you through the many shocks and surprises that life invariably throws your way.
United Advisers Group is not a traditional brokerage. We are here to hold your feet to the fire and ensure your financial health is as strong as possible to help you plan for the future you want.
Innovative approach
We are the only European Independent Financial Advisers (IFAs) who use Truth, the market-leading software for cashflow modelling. Adapted specifically for our client base, this innovative software allows us to deliver a personalised financial planning experience. Using the software, we can generate recommendations that combine your secure data and our years of expertise.
This approach to financial planning requires commitment. Much like joining a gym, it is not the simple act of signing up that transforms your situation; you need to commit to see long-term results.
Our clients become valued partners as we support them on every step of their financial journey. Our international presence means we can accompany you wherever the future takes you.
Straightforward explanations
We keep things simple.
Using our leading-edge software, we can run multiple complex financial scenarios for your situation but present them in a simple yet meaningful way. We find the best solutions for complex situations appear simple when they are managed well.
When you work with us, you will have a dedicated Financial Planner. Many of our clients have had the same Financial Planner since they joined UAG and we are proud of our long-term client relationships.
United Advisers Spain
Avenida Manoteras 10, B 009
28050 Madrid
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