Peter works with expatriates and internationally mobile clients whose financial lives span more than one country and require careful coordination. With over a decade of experience, he helps clients bring structure and clarity to complex international arrangements, ensuring their long-term plans remain robust, compliant, and aligned with their wider family and lifestyle goals.
Peter works with expatriates and internationally mobile clients whose financial lives span more than one country and require careful coordination. With over a decade of experience, he helps clients bring structure and clarity to complex international arrangements, ensuring their long-term plans remain robust, compliant, and aligned with their wider family and lifestyle goals.
Now based in Spain, Peter draws on a deep understanding of European financial systems, developed through his progression from UK financial services into a leading global institution. His approach is grounded in thoughtful planning and long-term thinking, helping clients protect wealth, plan confidently for the future, and build lasting family legacies.
A Track Record of Knowledge and Expertise
Peter’s professional background reflects a strong analytical foundation, beginning with engineering and business studies in southern England before evolving into senior experience in international wealth structuring. Throughout his career, he has focused on helping individuals and families make well-informed financial decisions in situations where complexity spans borders, systems, and regulatory environments.
Known for combining technical depth with a client-first mindset, Peter places strong emphasis on clarity and confidence. His role is not only to design sound strategies, but to ensure clients understand their options and feel comfortable with the decisions they make.
Why Clients Choose Peter Smith
Clients value Peter’s international perspective and his ability to see how decisions made in one country affect outcomes elsewhere. He regularly works with EU-based clients who have financial ties to the UK, Switzerland, the United States, and Africa, helping them bring those elements together into a single, coherent plan.
His long-standing client relationships reflect a consistent approach: advice that is clear, compliant, and free from product bias, delivered in a professional and approachable manner. Clients often choose Peter for his ability to explain complex matters clearly and provide steady guidance through changing markets and life stages.
Now based in Spain, Peter is immersed in European culture while bringing an international outlook shaped by living and working across multiple regions. This perspective informs both his professional approach and his ability to relate to clients whose lives and ambitions extend beyond a single country.
Peter provides holistic financial planning, with particular depth in areas most relevant to internationally mobile lives:
.svg)
.svg)
