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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Verified contacts
49
available on Kipplo
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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Decision-makers and verified team members
49 contacts with verified email or phone · masked until revealed.
- BC
Bruno Calhau
Administrador · General Business & Management
EmailPhone - KR
Katya Razinkova
Wealth Manager · Finance & Accounting
EmailPhone - OG
Otso G. Kaukonen
Wealth Manager · Finance & Accounting
EmailPhone - PS
Peter Smith
Business Development Manager · Sales & Business Development
EmailPhone - RB
Richard Burke
Lead of Development · Information Technology
EmailPhone - SV
Svetlana Vishnevska
Wealth Manager · Finance & Accounting
EmailPhone - AC
Amanda Clayden
Sales Support · Sales & Business Development
EmailPhone - EL
Elle Lawrence
Marketing Assistant · Advertising & Marketing
EmailPhone - HA
Hala Alsleibi
Accounts Payable Administrator · Finance & Accounting
EmailPhone
Showing 9 of 49 verified contacts
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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