AT A GLANCE

All Baycrest Services

Baycrest Wealth brings a fresh energy in the field of International Financial Services, Financial Planning and Wealth Management.
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Investments

Whether you´re a seasoned investor or have little or no experience in the markets, we will provide you with the advice and support you need to feel confident in your investment strategy. Investments come in all shapes and sizes.
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Some lean on the side of caution and others speculate to accumulate. Where ever your comfort level lies in relation to risk, there will be an investment opportunity out there to suit your appetite. Our job is to help you find it! At Baycrest Wealth we tailor make the investment strategy to meet your objectives whilst ensuring you don’t have sleepless nights.

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Retirement Planning & Pensions

We would all like to have a comfortable, secure and fun retirement yet planning for retirement can often be seen as something to do in the future, especially with the daily demands for your finances and time.
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However, spending some time thinking about your retirement goals now and how long you have to achieve them will help ensure you get to where you want to be.

With so many different types of retirement plans in existence, we will help you navigate which ones may be suitable for you depending on where you live now, where you lived when the pension capital was accumulated, where you plan to retire, and how you plan to access your pension income.

Succession planning is another hugely important factor for how this part of your wealth can be passed on in the event of your death. The treatment can vary vastly from one scheme to another, and can also vary depending on who the beneficiaries are and their relation to you. Make sure the plan you have in place caters for your wishes so that your beneficiaries are not left with an unpleasant surprise at what will already be a very difficult time for them.

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Wealth Management

The protection, preservation and growth of your funds is our main goal. After having discussed your current situation and what you´re looking to achieve we will tailor your financial strategy to meet these objectives.
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We take an active strategic approach to selecting and monitoring the performance of both your portfolio and the global investment landscape which as we all know is constantly changing.

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Regular Savings

We all know the benefits of putting a little money away every month for that rainy day, but many of us find it easier to just to do nothing.
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A regular savings account can offer a great way to earn interest and ability to set money aside to pay for any unforeseen circumstances, be it an unexpected bill or a new car. Having the peace of mind that you have built up a nest egg to deal with any eventualities is something we can all benefit from. Even investing smaller sums on a regular basis gives the potential to accumulate into something you might never even have considered and will allow you to reach your goals without having to compromise them.

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Education Fee Planning

Every parent wants to give their children the best start in life, and the right school can help children develop their self-confidence and provide the best educational opportunity.
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When looking at the cost of education it´s not just the school or university fees you need to consider. How much it will cost for study materials, educational trips, uniform, right through to costs for housing, food, utility bill and socialising in the university years should also be considered. Having children is one of the most rewarding experiences of your life, but it can also be one of the most expensive!  Ensuring that you have the financial resources available when you need them will ensure you sleep peacefully at night.

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Protection

Life Insurance; Critical Illness Protection; Wills; General Insurance….
Baycrest Wealth can also help you protect yourself and your loved ones against any unforeseen situations that may arise.
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We´d be delighted to discuss your circumstances and explore the options most suitable to you, there can be peace of mind in knowing that should something unforeseen happen, your (or your family´s) lifestyle may not need to be negatively affected financially.

If we cannot offer the correct solution for your circumstances, the chances are we may well be able to introduce you to someone who can.

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Professional Services

If you require the services of legal teams, estate agents, accountants etc please don´t hesitate to ask and we will be happy to introduce you to professionals we know that we have either worked with directly ourselves, or that our clients have used in the past
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and been happy to recommend.  Likewise, if you own or run a professional services company and would like to demonstrate where you may be able to add value to our clients, please feel free to drop us a line.

Professional Financial Services

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    Baycrest WealthFinancial Advisors
    As a truly independent financial advisory business we are not tied in to any particular institutions or funds so can offer you something genuinely tailor-made to suit your specific circumstances and requirements.

    OUR LOCATIONWhere to find us?
    https://baycrestwealth.com/wp-content/uploads/2020/11/img-footer-.png

    Baycrest Wealth
    Urbanización La Alzambra
    Oficina Nº 2
    Nueva Andalucia 29660
    Malaga
    Spain

    GET IN TOUCHWe would love to hear from you!
    Call, email or get social with Baycrest.

    The financial advisers trading under Baycrest Wealth are members of Nexus Global (IFA network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647.

    Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). Iain McKay T/A Baycrest Wealth is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) – Licence No. 386/20. Iain McKay T/A Baycrest Wealth is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) – Licence No. 5101.

    Baycrest WealthFinancial Advisors
    As a truly independent financial advisory business we are not tied in to any particular institutions or funds so can offer you something genuinely tailor-made to suit your specific circumstances and requirements.
    OUR LOCATIONWhere to find us?
    https://baycrestwealth.com/wp-content/uploads/2020/11/img-footer-.png

    Baycrest Wealth
    Urbanización La Alzambra
    Oficina Nº 2
    Nueva Andalucia 29660
    Malaga
    Spain

    GET IN TOUCHWe would love to hear from you!
    Call, email or get social with Baycrest.

    The financial advisers trading under Baycrest Wealth are members of Nexus Global (IFA network). Nexus Global is a division of Blacktower Financial Management (International) Limited (BFMI). All approved members of Nexus Global are appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission (FSC) and bound by the rules under licence number 03647.

    Nexus Global EU is a division of Blacktower Financial Management (Cyprus) Limited (BFMCL) and Blacktower Insurance Agents & Advisors Ltd (BIAAL). Iain McKay T/A Baycrest Wealth is an Appointed Representative of BFMCL which is licensed and regulated by the Cyprus Securities & Exchange Commission (CySEC) – Licence No. 386/20. Iain McKay T/A Baycrest Wealth is an Appointed Representative of BIAAL which is licensed and regulated by the Insurance Companies Control Service (ICCS) – Licence No. 5101.

    ©2020 Baycrest Wealth. All rights reserved.

    ©2020 Baycrest Wealth. All rights reserved.