Review your finances
Unsure about
your next financial decision?
Reinvesting capital, selling a business or preparing for retirement? In 40 minutes, we can identify your main decision, the questions to explore and a useful next step.
40 minutes · Confidential · No obligation
Private advice · Your priorities first
Know where to focus your attention
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What needs deciding now?
Identify your main concern and the deadlines that could affect your choices.
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The points to be explored
Identify missing information and the financial questions that need a closer look.
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What happens after the meeting?
Decide whether to investigate further, involve a specialist or first gather more information.
Have a decision coming up? Tell me about it at the first meeting. We will establish what you need; the meeting does not replace a full wealth review.
The method
Where should
you start?
Buying, selling, investing or moving abroad can affect several parts of your finances. We identify what needs attention first and what can wait.
Understand your needs
Tell me what you want to achieve, what worries you and which decisions are coming up.
Set priorities
We identify the questions to examine and whether your accountant, notary or another specialist needs to be involved.
Agree on next steps
You know what I will do, what it will cost and what information we need before making a decision.
Gary Martins · Private wealth advice
Let's discuss your situation
You will speak with me, Gary
You will speak directly with me. Tell me what you want to improve, protect or pass on; we will decide together what to explore.
I explain the scope, fees and any other professionals who need to be involved before you commit.
Meet Gary →Who can I help?
I mainly work with business owners, families with wealth decisions to make, and people with assets or interests in France and Spain. If your situation is different, we can discuss whether I can help.
How does the first meeting work?
The first meeting lasts 40 minutes. It is confidential and comes with no obligation.
What will I get from the first meeting?
We identify your main questions, what needs a closer look and the next step. This first meeting does not automatically include a full review, a written report or an investment recommendation.
Will I have to buy a financial product?
No. We may find that you do not need to do anything immediately. Any recommendation depends on your circumstances, goals and whether a change is actually worthwhile.
Directly with Gary
Have a question about your investments or your situation?
Reviewing a policy, investing cash, selling a business or moving abroad? Let's discuss it in a 40-minute meeting. I will help you identify what needs to be considered before you commit.
- Confidential, with no obligation
- 40 minutes · Video call