Private Client Consultancy

🌟 Skills Can Be Taught, Attitude is Ingrained 🌟 In the world of hiring, it's often said that while skills can be learned, attitude is deeply ingrained. A great resume might open the door, but it's the right mindset that truly defines success and impact within a team. At Private Client Consultancy, we believe that hiring for character can be transformative. Here’s why focusing on attitude can make all the difference: ✅ Look Beyond Paper Qualifications: Skills and knowledge can be developed, but a positive attitude and strong work ethic are foundational. ✅ Assess Cultural Fit: A candidate’s ability to align with our company culture often leads to greater job satisfaction and long-term success. ✅ Value Potential Over Experience: Sometimes, the potential to grow and adapt is more valuable than a long list of past experiences. ✅ Focus on Soft Skills: Communication, empathy, and resilience often drive team cohesion and innovation. Remember, the right mindset often trumps a perfect resume. When we hire for character and attitude, we don’t just fill a position – we enhance our team’s dynamics and potential. Here’s to building teams that thrive on positivity and potential! 🚀 #Hiring #CompanyCulture #TeamSuccess #SoftSkills #AttitudeOverSkills #Recruitment

📉 Feeling uneasy about recent market fluctuations? You’re not alone! With recent turbulence, it's crucial to understand if we're facing a temporary correction or something more serious like a bear market. 🔍 Curious about what happened on Monday, August 5th, 2024, and how to stay ahead? Our latest article breaks it down and offers practical strategies to navigate through these choppy waters. 💡 Ready to gain some clarity? Click on the link to dive in! https://lnkd.in/e75D447q

Not your average training day last week!   It’s always great to spend time with colleagues outside of the office, especially in a setting like ‘The Pool Marbella’! Lots of natural light, plants, and beautiful decor – it’s definitely an inspiring place to be and the perfect setting for Private Client Consultancy sales team's training day. ⚡   It all started off with a good laugh as we ended up being stuck in the underground parking lot as none of the doors would open up due to how early we all were, but we soon kicked things off with some good coffee☺️   Throughout the day, the training was conducted by our CEO Andy, who started out with some inspiring quotes, like this one from the famous football player Pelé: "Success is no accident. It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you are doing or learning to do." A very powerful quote and a strong way to start the presentation. 🔥   Multiple workshops in the afternoon were also a key part of the day, with passionate hand gestures and motivation filling the room. We even set up a small competition between our Spanish and Portugal based teams to see who could come up with the best ideas.   The purpose behind this training day? At Private Client Consultancy we believe that we should always be goal and result orientated for our clients and future prospects. It's a crucial part of what we do on a day to day basis and if we can't succeed in that, we're not providing the best service we can. Our mission is to work with clients long term and see them achieve their financial objectives and celebrate these accomplishments together. 🕺   Thank you all for the hard work, personal insights and inputs and the good memories. Let's not forget! Love what you do, work hard, never give up, and success will come smiling your way!

Join our next public webinar on the 11th of September designed to help you better understand and manage your capital gains tax liabilities in Spain. Whether you are a seasoned investor or just starting out, our presentation will provide you with general insights on how to preserve your wealth and maximise your investment returns as a resident in Spain. It's time to gain clarity on the complexities of Spanish tax regulations and explore opportunities to reduce your obligations. You can expect on the agenda: 1.Expert guidance on capital gains tax 2.Strategies to mitigate tax liabilities 3. An interactive Q&A session to address your specific concerns. Don’t miss this opportunity to enhance your financial planning and protect your assets.

Simplifying Capital Gains Tax in Spain! We've noticed many of our clients have questions about Capital Gains Tax (CGT) in Spain. To help, our expert advisor and CEO, Andy Oliver, has provided a comprehensive guide on Capital Gains Tax and practical steps you can take to minimise its impact. 💼 Read the full article here: https://lnkd.in/dC9v7zaz Do you want to take your knowledge even MORE to the NEXT level? For those who want to dive deeper, we're hosting an EXCLUSIVE webinar on Capital Gains Tax for Residents in Spain. Don’t miss out on expert advice and actionable strategies to reduce your tax burden! 🗓️ Date: Wednesday, 11th September 🕒 Time: 4:30 PM 🎤 Expert Speaker: Peter Smith 💼 Reserve your spot today! Gain valuable insights and protect your wealth. Register here: https://lnkd.in/dkWkS5wX #FinancialAdvice #CapitalGainsTax #WealthManagement #PrivateClientConsultancy #SpainTax #Webinar

📣 Introducing Kevin Birtles, Managing Partner at Private Client Consultancy. As Head of the Sales Department with 10 years of industry experience, Kevin oversees our sales team and services across the EU and Switzerland. As a Managing Partner, he ensures every task aligns with his philosophy: "If it’s not right for the client, I wouldn’t do it." Whenever dealing with a client, their needs are always assessed first. It is their goals and objectives that are the main focus in any and all financial planning strategies. Kevin's professional achievement? He considers the greatest success in his career to be assisting in the creation of PCC. Alongside Andy and key colleagues, Kevin helped shape PCC’s client-first strategies, focusing on client needs, not commissions. Having said that, Kevin now has many great clients that he considers good friends. He loves the fact that every day is different. No two clients’ needs are the same, and he enjoys seeing the positive reaction from clients when they realise the benefits of implementing the strategies based on the advice provided. Outside of work, Kevin enjoys playing football, tennis, and padel. ⚽🎾 We're lucky to have Kevin on our team, making a difference every day! 🙌 #WealthManagement #ClientFocus #RetirementPlanning

🔎 Inheritance Tax in Spain can be a complex subject, but it doesn't have to be! This article aims to clarify common misunderstandings about Inheritance Tax in Spain and provide an updated overview of Inheritance Tax in Andalucia 2024. Read full the full article here: https://lnkd.in/d2_QVFyR For those who want to take their understanding to the NEXT level, we’re hosting an EXCLUSIVE webinar: "Tax Savvy Succession: Understanding Spain's Inheritance Rules." 👉 Join us on Wednesday, August 28th at 4:30 PM 👉 Experts Peter Smith and Kevin Birtles 👉 About minimizing tax liabilities and safeguarding your legacy. 💼 Don’t miss this opportunity to gain valuable insights! Secure your spot: https://lnkd.in/dXTcEUPx

Why You Shouldn't Fear to Ask for Financial Advice or Help. 🔎 Many people believe that financial services are expensive and only for the wealthy. 🔎Others think that working with a financial advisor is just about maintaining an investment portfolio. 🔎There's a fear that a financial analysis might reveal they won’t have enough resources for the future. 🔎Some worry that once a plan is set, it can't be changed. 👉 But here's the reality: ✅ Financial advisors work with people of all income levels! ✅It's not just about investments; they help with all aspects of your financial life. ✅You won’t be judged for your financial situation; advisors are there to help, not judge. ✅And yes, financial planning is a dynamic process—your plan can be adjusted as your goals and circumstances change! 📌 Don't be afraid to ask financial advice! 💭 Do you resonate with these hesitations? Are there other fears you have about seeking financial advice? Share them below. Get in contact with us and let's see what we can do for you! https://lnkd.in/dEezzDuk

Private Client Consultancy is hosting Tax-Savvy Succession: Understanding Spain's Inheritance Rules. Make sure to attend it on August 28.

Are you unsure about how Spain's inheritance laws could impact your wealth and legacy? Don't miss out on our FREE Live Webinar: Tax Savvy Succession - Understanding Spain's Inheritance Rules! Whether you're planning for the future or just want to understand the rules better, this webinar is for you! Why should you join? ✅ Simplify Spain's complex inheritance laws. ✅Learn how to minimise your tax liabilities. ✅Protect your wealth and ensure a smooth succession process. 🗓️ When? Wednesday, August 28th at 4:30 PM 🎤 Hosted by experts Peter Smith and Kevin Birtles 👉 Reserve your spot now: https://lnkd.in/dXTcEUPx