I am Gary Martins. We start with what concerns you: your savings, your business, your family or a move abroad. I then explain what we could review and how I can help.
We begin with what you own, the commitments you have and what you want to achieve.
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Directly with Gary
A private first conversation to discuss your priorities.
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Support we agree on together
I explain the work, the costs and the specialists who may need to be involved before you commit.
Already work with a banker, notary or accountant? We can identify the questions that need their input too.
Investments & inheritance planning
Could your investments do more for your plans and your family?
You have savings, but you may be unsure whether they are invested well or how to pass them on. Let's review the fees, the returns, the cash you need to keep available and what you want to leave your family.
01 · Your financial investments
Disappointed with your investments?
Let's look at how your investments could work harder, while considering when you will need the money and how much risk you can accept.
Returns & feesReview your policies, fees and returns after costs.
Investment mix & diversificationCheck whether your money is too concentrated in one type of investment.
Supplementary incomePlan the income you will need and when you will need it.
SCPI & managed propertyI also help you consider SCPI investments for property income without managing a property yourself. Capital and income are not guaranteed; resale can take time.Comprendre les SCPI →
Seeking higher returns involves the risk of losing capital. No return is guaranteed.
02 · Your inheritance plans
Will your family inherit what you intend?
Let's review what your loved ones would receive and the steps you could consider, while keeping enough for your own future needs.
Your loved ones & your wishesIdentify who you want to protect and what you want to leave them.
Life insurance & beneficiariesCheck whether your beneficiary clauses still reflect your family circumstances.
Planning & coordinationReview the timing and tax implications with the appropriate professionals.
The right choices depend on your circumstances. Legal documents and checks are prepared with your notary.
Let's talk about your capital and what you want to do with it.
First meeting: 40 minutes · Confidential · No obligation
Let's discuss your situation You will speak with me, Gary
Before wealth planning, I spent two years in sales management at a cybersecurity audit firm. The job was already about finding weaknesses before they became costly. I apply the same method to wealth: audit everything, rank the risks, then organise decisions in the right order.
Master’s in business consulting and strategy · MBA in business management · French, English, Spanish, Portuguese
I explain the scope, fees and any other professionals who need to be involved before you commit.
Gary MartinsMartins Patrimoine · ORIAS n°26000203
Martins Patrimoine is the trading name of Gary Martins, sole trader (SIREN 978 392 710), unrelated to other companies with a similar name.
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 by video call. It is free, confidential and comes with no obligation.
What will I get from the first meeting?
Your priorities, in order: what deserves a closer look now, what can wait, and what the next steps would cost if you want to go further. If you are preparing a move abroad, we also map out your decisions for the next 12 months.
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.
Who is Gary Martins?
A wealth adviser based in Madrid who works with business owners and expatriates. Master’s degree in business consulting and strategy, MBA in business management, former sales manager at a cybersecurity audit firm. Insurance intermediary, ORIAS no. 26000203.
Do you work for a bank or an insurer?
No. I work as a sole trader, as an appointed representative (mandataire d’intermédiaire d’assurance, MIA) of the insurance brokerage Uptimi Conseil (ORIAS 23000587). This gives me access to several insurers and partners rather than a single in-house range.
How are you paid?
The first meeting is free. If a solution is put in place with a partner, that partner may pay the firm. A written review, calculations or specific coordination may be charged as an agreed fee. Everything is explained before you commit.
Which languages do you work in?
French, English, Spanish and Portuguese.
Directly with Gary
Have a questionabout 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.
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