Authorised and regulated by the Insurance and Pension Funds Supervisory Authority in Portugal (ASF) with registration number 607124296 and subject to limited regulation by the United Kingdom Financial Conduct Authority (FCA) number 825539 under the TPR rules
A Mediterranean lifestyle that appeals to people from all walks of life
Calpe, a vibrant town on Spain’s Costa Blanca, has long attracted retirees, expatriates, and investors with its scenic beaches, iconic Peñón de Ifach rock formation, and a Mediterranean lifestyle that appeals to people from all walks of life. Whether you’re already living in Calpe or planning to make the move, sound financial planning is essential to protect and grow your assets.
At Callaghan Financial Services, we offer tailored financial advice and regulated investment solutions to suit your individual needs. With 24/7 secure online access to view your funds, you can remain in control wherever you are in the world. If you’re looking for a trusted financial adviser in Calpe, we can help you navigate your financial journey with confidence and clarity.
Why Choose Calpe for Financial Planning?
Calpe isn’t just a holiday destination - it’s a thriving community with a growing population of international residents. The combination of stable property values, local amenities, excellent healthcare, and proximity to Alicante airport makes it a highly attractive place to settle. As such, demand for expert financial guidance in the area continues to rise.
Whether you’re managing your retirement income, exploring investment opportunities, or seeking tax-efficient solutions, a local adviser with international expertise can make all the difference. Callaghan Financial Services understands the unique financial challenges and opportunities faced by expatriates and residents in Calpe.
Investment Planning with 24/7 Online Access
One of the most valuable tools for any investor is the ability to stay informed. At Callaghan Financial Services, we provide regulated investment options and offer clients round-the-clock access to their accounts through secure online portals.
This allows you to track performance, make informed decisions, and feel reassured that your finances are in safe hands - no matter where you are. Whether you prefer a hands-on approach or want someone to manage everything for you, we’re here to support your financial goals.
Tailored Financial Advice for Expats in Calpe
Financial planning is never one-size-fits-all. Your goals, circumstances, and lifestyle choices should all be considered when creating a robust plan. We take the time to understand what matters most to you—whether that’s generating a stable income, protecting your wealth, or leaving a legacy for loved ones.
Our services include:
Retirement income planning
Investment portfolio management
Cross-border tax-efficient strategies
Currency exchange guidance
Estate planning support
Property investment insights
Many expats in Calpe have pensions and assets across multiple jurisdictions, and ensuring these are structured efficiently is key. With expert guidance, you can minimize tax liabilities and maximize your returns.
Living the Life You Want - Backed by a Strong Financial Foundation
Calpe offers an enviable lifestyle - from enjoying fresh seafood along the marina to sailing, golfing, or simply taking in the Mediterranean views. But to truly enjoy this lifestyle without stress, your finances need to be secure.
By working with a financial adviser who understands your lifestyle aspirations, you’ll benefit from a holistic plan that supports your dreams while safeguarding against unforeseen changes. At Callaghan Financial Services, we help you stay financially resilient in a changing world.
The Importance of Ongoing Reviews
Financial planning isn’t a one-time event. As your life changes, so should your financial strategy. Regular reviews are vital to ensure your plans remain aligned with your goals, whether those goals involve retiring early, downsizing, supporting your family, or travelling.
Our clients benefit from ongoing support and the option to adjust their investments based on market trends and personal circumstances. That flexibility can help you avoid common pitfalls and stay on track, year after year.
Why Investors in Calpe Trust Callaghan Financial Services
We have built a reputation for helping international clients structure their financial futures with clarity and control. Clients in Calpe choose us not just for our industry experience, but for the personal, long-term relationships we build with them.
With 24/7 access to view your investments securely online, you’ll always know where you stand. We combine this convenience with a tailored service model that focuses entirely on your needs. Whether you’re new to investing or looking to optimize an existing portfolio, we provide clear direction and flexible strategies.
Property and Wealth Planning in Calpe
Calpe’s property market has remained resilient, offering good potential for capital growth and rental income. Whether you’re investing in a holiday let, buying a retirement home, or selling a property to free up cash, your financial plan should integrate your real estate assets.
We help clients align their property interests with their broader financial goals. From ensuring liquidity to planning for inheritance, our integrated advice gives you a clear, big-picture view of your finances.
Cross-Border Considerations
Living in Spain while retaining ties to other countries brings cross-border financial complexity. Whether it’s how your UK pension is taxed in Spain, or understanding double taxation agreements, we can help you navigate these challenges.
Our guidance is rooted in a deep understanding of international financial systems and how they affect expatriates in Calpe. We strive to help you keep your financial house in order, no matter how global your affairs may be.
Take Control of Your Financial Future in Calpe
Calpe is more than just a beautiful place to live - it’s a fantastic base for living life on your terms. But to make the most of it, your finances must work efficiently behind the scenes. That’s where we come in.
Callaghan Financial Services is here to support you every step of the way, offering flexible, transparent, and strategic advice to help you grow, preserve, and pass on your wealth.
Let’s Talk
If you’re based in Calpe or planning a move, now is a great time to review your financial future. Whether you want to explore investment options, create a retirement income plan, or simply gain peace of mind, we’re ready to help.
Get in touch with Callaghan Financial Services today.