Peter Smith
Financial Adviser in Malaga, Spain
CII Qualified, IDD, CySEC Advanced (MiFID)
About Peter
Peter works with expatriates and internationally mobile clients whose financial lives span more than one country and require careful coordination. With over a decade of experience, he helps clients bring structure and clarity to complex international arrangements, ensuring their long-term plans remain robust, compliant, and aligned with their wider family and lifestyle goals.
Now based in Spain, Peter draws on a deep understanding of European financial systems, developed through his progression from UK financial services into a leading global institution. His approach is grounded in thoughtful planning and long-term thinking, helping clients protect wealth, plan confidently for the future, and build lasting family legacies.
A Track Record of Knowledge and Expertise
Peter’s professional background reflects a strong analytical foundation.
Throughout his career, he has focused on helping individuals and families make well-informed financial decisions in situations where complexity spans borders, systems, and regulatory environments.
Known for combining technical depth with a client-first mindset, Peter places strong emphasis on clarity and confidence. His role is not only to design sound strategies, but to ensure clients understand their options and feel comfortable with the decisions they make.
What Can Peter Help With?
- Building tax-efficient retirement and succession plans designed for cross-border lives
- Reviewing and optimising international pensions, including Pillar II/III, QROPS, and SIPPs
- Diversifying international investments while managing risk and volatility
- Planning sustainable income and long-term cashflow
- Managing situs asset transfers and repatriation decisions
- Reducing inheritance tax exposure through structured estate planning
- Managing wealth tax exposure across jurisdictions
- Protecting assets and family legacy through insurance and estate planning
- Creating reliable passive income strategies
- Assessing global property investment opportunities
- Planning and saving for school fees
- Supporting wills and trust planning
- Coordinating with visa and immigration specialists, where required
Contact me:
Email: [email protected]
WhatsApp: +34 613 55 21 17