Valuable Advice
Matt Penfold has provided me with clear and precise advice over several years, both on investments and taxation relating to my Gibraltar residency. His knowledge on expat pensions was especially helpful. If you need advice on such matters, talk with Matt. Thanks Matt.
Moving to Gibraltar from UK with Spanish residency
Spoke with Matt in regards to moving to Gibraltar in the future. He answered all my questions and he was very knowledgeable. Would highly recommend.
Excellent clear, practical advice
Matt gave practical, clear information with regards tax /residency requirements for Gibraltar and available options. Far better than scrolling through mountains of contradictory internet posts. Highly recommend his services and will definitely contact him again for future advice.
Taxation advice
From my talking with Matt, he seems very informative about specific contextual situations, such as mine. Was able to offer reassurances on technical issues. A good listener! Mark
Matt has been very helpful and kind
Matt has been very helpful and kind. He explained all financial implications about returning to Spain. He was very specific to my particular situation. I would highly recommend him again
Great advice!
I recently had a conversation with Matt Penfold, who was incredibly helpful in answering all my questions. He provided valuable information tailored to my family's needs, which will make our move much smoother once able. I highly recommend Matt for anyone seeking advice or guidance. Thank you, Matt!
Excellent advice with multiple things…
Excellent advice with multiple things clarified that I hadn't thought about. Would definitely recommend.
Matt Penfold
Having just lost my husband & so much to sort out with investments, pensions & tax here in Spain, Matt has been my rock . My husband put his trust in Matt & without him & his team I would be lost, he is now my advisor & I can’t thank him enough . It’s not just advice , it’s caring about the individual, it’s the whole package .
Gibraltar Relocation
Having thought about what to do when we retire, having spent time in Gibraltar both as a tourist and when in the armed forces, we decided to contact Fiduciary Wealth Management and see how the land lies when it comes to relocate to Gibraltar. I spoke to Matt Penfold, who was very pleasant and very informative. Matt gave me the answers to many queries, and some information that I had not really thought about. Matt was more forthcoming with relocation info than companies spoken with before, who were just after money and dealing with rich clients and not ordinary retirees. With it being a few years until my wife and I retire we have a lot to do and think about, therefore we will keep in touch with Matt and Fiduciary Wealth, and keep ahead of any changes that may occur. Again, thank you Matt and hope to talk soon. We will be visiting Gibraltar and hope to catch up. Tony
Good efficient help
Great service and very knowledgable regarding Gibraltar tax and moving. I will definitely be using them again.