Let us help you discover just how far your hard-earned money can go with our range of expat-specific wealth management solutions. A stronger financial legacy starts here.
If you’re moving to or living in Europe, we’re here to guide you on your financial planning and wealth management journey.
At Ambient Wealth Management, you’re not just another client. We believe in taking the time to get to know you and want to understand what’s important to you in life and in terms of your finances.
It’s these finer details that allow us to create dynamic and personalised wealth management solutions that meet your unique needs.
With full European regulation, over a decade of experience and a commitment to developing solutions that prioritise long-term financial growth, you can trust Ambient Wealth Management to get you to where you need to be financially.
Need help navigating the inevitable life transition that is retirement? Want to ensure that your years of hard work and commitment will benefit both you and your beneficiaries? Let us guide you through the pension planning and transfer process, so you have nothing to worry about once it’s time to retire.
When you become a non-UK resident, the financial landscape opens up considerably. You have an increased choice of how and where to invest, and for many expats there are also significant tax advantages when investing. This is where we can assist you.
Tax can be complicated, especially when you’re dealing with multiple tax laws. If you’re currently exposed to cross-border transactions and are looking for ways to optimise your overall tax position, we can help. Don’t let tax be the reason your returns take a dive, let us guide you through the intricacies of international tax management.
Despite receiving guidance on wealth investment, many people overlook the crucial aspect of asset structuring for seamless inheritance and tax planning. This is where we come in. Let us help you navigate the complexities of succession and inheritance tax to ensure your beneficiaries are well taken care of once you’re gone.
Let us help you better prepare for your move to the European Union. Our expertise in international tax laws and offshore investment structuring ensures a smoother transition for expatriates. Partnering with top-tier financial institutions globally, we safeguard your investments for a secure future, regardless of borders.
Are you a US expat who needs help navigating the intricacies of US tax regulations? We can help you comply with the necessary regulations and ensure you optimise your finances, too.
Are you interested in investing in companies, organisations, or projects that are committed to sustainable practices? Let us help you align your investments with your values by guiding you through ethical investment opportunities that offer generous returns.
Giving you greater peace of mind is an integral part of our offering at Ambient Wealth Management. From foreign exchange and funeral planning to will writing and accountancy, our trusted partner services are designed to enhance your overall lifestyle.
Josh has been my financial adviser for several years now, and I have been very pleased with his services over that time. You feel you are in good hands with Josh – he is reliable, available, proactive in finding the best financial solutions to meet your needs, and operates with a conscientiousness that really inspires confidence. And, not least, he’s a pleasure to deal with on the phone!
I have no hesitation in recommending the services of Ambient Wealth.
February 26, 2024
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. He’s very efficient, you never need to chase him up about anything, he’s always on the ball. I would thoroughly recommend Josh and Ambient Wealth Management without hesitation.
February 14, 2024
osh has been a great financial advisor for me, always happy to discuss options, clarify financial information, and simplify jargon. He had a no nonsense approach which is really refreshing as I’m pretty allergic to BS. Along the way he has always been available when I needed to catch up with him and been able to provide answers to my questions.
I would definitely recommend him to anyone looking to cut through the complexity of financial planning.
March 09, 2024
We’re ready to answer any questions you might have and schedule an obligation-free meeting with an adviser. Leave us your details and an adviser will reach out at your requested time.
Alternatively, contact us direct
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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