Are you living in Estepona and looking for clear, English-speaking investment advice? At Callaghan Financial Services, we provide trusted financial guidance to expatriates and residents throughout Estepona, San Pedro de Alcántara, Cancelada, Casares, Manilva, and Sabinillas - helping you invest with confidence, clarity, and complete transparency.
Whether you want to grow your capital, generate regular income, or simply make your savings work harder, we’ll design a personalised investment strategy that reflects your goals, lifestyle, and risk profile.
Tailored Investment Solutions to Match Your Goals Every investor is unique. That’s why we begin by understanding your objectives and comfort with risk. By completing our no-obligation risk questionnaire, we can determine the right level of investment risk for you and prepare a personalised investment proposal - completely free and without any commitment.
Our goal is to simplify investing so you can make confident, informed decisions - whether you’re planning for retirement, saving for the future, or preserving your wealth.
Flexible Portfolios and 24/7 Online Access With 24/7 online access, you can view your portfolio anytime, from anywhere. There are no lock-in periods, giving you the flexibility to access your funds when you need them.
We believe in full transparency - no hidden fees, no confusing jargon, and no unnecessary restrictions. Just straightforward, professional advice you can trust.
Income from Your Investments If you’re seeking regular income from your portfolio, we can structure your investments to provide steady returns while keeping your capital working efficiently. This allows you to enjoy your time on the Costa del Sol - whether that’s relaxing on Playa del Cristo, exploring the marina in Estepona, or dining out along the promenade.
Why Choose Callaghan Financial Services?
Independent and transparent financial advice
English speaking team based in Spain
Personalised investment strategies designed for your goals
No hidden charges or lock-in terms
Decades of experience assisting expatriates across southern Spain
Trusted support in Estepona, Marbella, Casares, San Pedro, and Manilva
Start Investing Confidently with Callaghan Financial Services Take the first step towards smarter, more flexible investing.
Complete our no-obligation risk questionnaire, and we’ll create a personalised investment proposal tailored to your objectives.
Serving clients in Estepona, Marbella, Casares, Sabinillas, Manilva, San Pedro de Alcántara, and surrounding Costa del Sol areas.
Disclaimer Investments can go down as well as up, and you may get back less than you invest. Past performance is not a reliable indicator of future results.