Solutions for Expats
You’re not like everyone else, so why should your financial plan be? Let’s get you set up for financial success in a way that works for you.
"My wife and I found Josh Williams 2 years ago via an internet search for a specialist financial adviser for ex-pats living in Spain. What a lucky day that was for us, he's given us excellent advice ever since. I would thoroughly recommend Josh and Ambient Wealth Management without hesitation."
Gaynor & Colin Haydon, Canary Islands
"I have worked with Josh for four years and I have been completely satisfied with his expert advice and honesty. He explains things very simply and seems to have very good insight into a complicated business. I trust him totally and I am very happy with how my investments have flourished with this company."
Nicholas Hampton, Spain
"I invested with Josh on the recommendation of friends. I'm very happy I did. I had money that I didn't know what to do with, and after we talked, he put me at ease and was confident he'd look after me. I still feel that way."
Monty Montgomery, Spain
"All my dealings with Josh have been informative and helpful. Both myself and my wife now use Ambient Wealth Management and have been very happy with the way they give a personnel touch."
Paul & Lesley Boswell, Spain.
"Josh has been very professional in his approach and very thorough in getting to know my situation and needs as a client. Without his help I doubtless would not have managed to secure the funds."
Michael Ford, Finland
"I now understand tax and investment in both the UK and Spain thanks to Josh who has been brilliant at explaining the benefits and consequences of different courses of action and how to maximise my income."
Gregory Stevens, Spain
You’ve been told how to invest your wealth, now let us guide you on how to structure it for succession planning purposes. We can help you minimise the potential complications associated with asset distribution and inheritance tax, ensuring your wealth is passed on as smoothly and tax efficiently as possible.
You’ve been told how to invest your wealth, now let us guide you on how to structure it for succession planning purposes. We can help you minimise the potential complications associated with asset distribution and inheritance tax, ensuring your wealth is passed on as smoothly and tax efficiently as possible.
From the very first contact with Josh I have found him to be thorough, transparent and highly professional. He is a very knowledgeable person who has never failed to answer any questions promptly, honestly and in clear language that is easy to understand. He also takes the time to explain, what can be complex information, in a clear and concise manner and makes sure that this is fully understood. Josh is highly experienced in both the Spanish and English financial systems so understands easily what is best for the individual to match their financial requirements and to be able to recommend the most tax efficient products.
From my own experience with Ambient Wealth I would not hesitate in recommending their services.
February 05, 2024
I have had great service from Josh at Ambient Wealth over the last 3 years. He has taken care of the financial planning for my future and retirement. Josh has been very professional in his approach and very thorough in getting to know my situation and needs as a client. He also worked hard and persisted through a difficult situation with my previous pension provider. Without his help I doubtless would not have managed to secure the funds which they held. He has sent me gentle reminders when I need to take action and has always been easy to get in contact with when I have needed some information. I would highly recommend his services and knowledge to anyone who may benefit from some help with their financial planning.
March 11, 2024
Josh Williams has been my financial adviser and wealth manager for the last six years. He expertly managed turbulent market times and periods of transition. He is very knowledgeable about retirement and fund management options, tax, and compliance with Spanish regulations for Overseas Pensions. He is patient, compassionate, with a great deal of integrity. I cannot recommend him and Ambient enough!
February 22, 2024
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Telephone / WhatsApp: +34 658 077 450
Email: contact@ambient-wm.com
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Ambient Wealth Management, based in Spain, is an appointed representative of Adviser Platform Lda. Adviser Platform hold the appropriate licensing and regulatory permissions to operate and advise within the European Economic Area (EEA). Adviser Platform is EU authorised and regulated by the Insurance and Pension Funds Supervisory Authority Portugal (“ASF”) registration number 607124296.
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