Baycrest Wealth is Boutique Wealth Advisory of the Year Spain 2023

by Lorraine Williamson
Baycrest Wealth

If you are in need of clear financial advice, you can rely on the services of Baycrest Wealth. The company’s mission is to help clients understand their money situation.  

This international company can boast over 20 years of experience working in the complex field of international financial planning. Furthermore, the Baycrest specialists aim to give clients a crystal clear plan to achieve financial freedom. If you have sleepless nights worrying about your financial situation or concerns about taxes in Spain, or which authority you should be reporting to, then Baycrest can help. They provide highly regulated advice in a personal, warm and friendly way.    

Pan Finance Awards 

Now, the team’s tireless effort is rewarded with the Pan Finance Award 2023. PAN Finance is a print and online journal providing worldwide intelligence on finance, economics and global commerce. The award programme was established to be a true indicator of excellence, identifying organisations and individuals that have excelled in their respective fields. In this way, Pan Finance can shine a spotlight on and applaud leading examples of best practices in the field. They cover some of the largest global financial institutions and some of the smallest, but no less deserving, institutions worldwide.  

Boutique Wealth Advisory of the Year 2023 

Baycrest Wealth was recommended for the Spain 2023Boutique Wealth Advisory of the Year”. In this category, firms are acknowledged for having a comprehensive business-wide strategy for profitable growth and development, with a track record and sustained success.  

Genuinely customer-centric approach 

Baycrest was distinguished for having a genuinely customer-centric approach to advice, service and overall best practice with excellence in compliance. Their team’s approach is entirely client-focused with no in-house products or investment services. To help their clients attain financial freedom, their business proposition empowers them with investment independence and the freedom to access the best tools the industry has to offer. 

Cogesa Expats

Iain McKay, International Financial Advisor, and founder of Baycrest Wealth said: “We’re extremely proud to have been recognised for this award ‘Boutique Wealth Advisory of the Year 2023 Spain’. This is a huge compliment for everyone in the team. And, moreover, it recognises what we have built and accomplished over the past few years. This recognition represents all the trust and support shown to us by our clients. Furthermore, it demonstrates the dedication of our team to providing the highest quality of client service. These are exciting times and we look forward to delivering fresh thinking and continued success in our clients’ wealth strategies for many years to come.”   

Who can benefit from Baycrest’s services? 

Baycrest Wealth provides financial advice to people who have moved from one country to another. This includes British citizens who have left assets or pensions in the UK, or EU and foreign nationals who work or retire in another country. They can help you understand the financial rules and regulations of your new country. Even down to the specific autonomous community if you live in Spain! Baycrest Wealth can also assist US-connected individuals, including British expats living in the US, people who must file US taxes, and people who are US citizens by birth. 

Based in Marbella, southern Spain, Baycrest Wealth is fully regulated and has licenses to provide financial services to clients worldwide. This ensures they follow strict rules and regulations. Their focus is on helping people plan for retirement, including pension transfers, investing in tax-efficient savings and investment portfolios, and planning for inheritance or wealth succession. Visit their website for contact or more information. 


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