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VerifiedFinancial Services· Founded 2020

Private Client Consultancy

From Finance to Lifestyle — Bridging the Gap for Expats in Spain At Private Client Consultancy (PCC), we believe financial planning should do more than grow wealth — it should unlock opportunity, freedom, and fulfilment. That’s why we offer a fully integrated service under one roof: financial advice, property consulting, legal support, and insurance — all tailored for expats, retirees, families, and investors making their move to Spain. We start with your lifestyle goals — not just your numbers. Whether you’re retiring to the coast, investing in property, or securing your family’s future, our cross-discipline team works together to ensure every decision aligns with the life you want to lead. No sales-first mindset. Just honest, expert advice built around your vision. Our clients value: A human, lifestyle-first approach to finance Seamless support through relocation, wealth management, and legal transitions Empathetic, strategic guidance through emotionally charged decisions With offices in La Cala de Mijas, Portugal and Switzerland, we serve clients across Europe, Switzerland and the USA — helping you not just manage your wealth, but truly live it. Unlock. Live. Thrive. Your lifestyle. Our expertise.

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Employees83(11 to 50)Founded year2020Websitepccwealth.comLinkedIn profileLinkedIn

Verified contacts

49

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LinkedIn employees

83

11 to 50 range

Open roles

no listings

Distinct roles

27

indexed titles

Tech stack

1

tools in use

Monthly traffic

5

organic / mo

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Top roles at Private Client Consultancy

27 distinct titles indexed · top 10 shown.

  • 6wealth manager
  • 2compliance manager
  • 2consultant
  • 2data research analyst
  • 2lead of development
  • 2managing partner
  • 2sales support
  • 2sales support specialist
  • 1account specialist
  • 1accounts payable administrator
  • +17more titles

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