Established in 2004, MATTHEW JAMES Tax & Wealth Management is a financial advisory firm dedicated to serving the expatriate community in Spain and Portugal. As Chartered Financial Planners, they offer independent, regulated financial advice across a spectrum of services, including pensions, investments, tax optimization, and estate planning. The company emphasizes a client-centric approach, building long-term strategies to help clients manage and grow their wealth while navigating the complexities of cross-border financial regulations.

Founded in

United States