Private banking
consultancyof companies
Who
Are
Ourcluster
Our team comprises graduates and professionals in various areas of management and consulting. We specialize in taxation, accounting, business formation, and financial advising. We are known for our professionalism, commitment, and personalized approach, always striving for client satisfaction and excellence in our work.
Juan Manuel Aguilar Guerrero
Economist
Graduate in Economics and Business Sciences, Master in Tax Consulting and Taxation from the Center for Financial Studies, Bankinter Agent. He is a member ofEFPA (European Financial Planning Association), one of the most important European financial planning associations. As a member of it, you have theEFA certification (European Financial Advisor), which certifies its professional and ethical competence to offer comprehensive financial advice. To maintain this certification, it is mandatory to complete annual specific training courses, which allows you to stay up to date with the latest developments and trends in the financial market.
For more than 25 years, he has been dedicated to financial advice, both at an individual and business level. Learn about the day-to-day life of financial affairs, fund managers and insurance companies, acquiring extensive experience and knowledge of the sector.
His work is based onthe trust, transparency and closeness:
"...I like to know my clients, their needs, their objectives and their risk profile, to offer them the best financial solutions adapted to their situation. My commitment is to accompany and advise them at all times, seeking their satisfaction and peace of mind" .
Courses, accreditations, certificates, diplomas...
Administration and customer service
In customer service and accounting, we have Maria de la O.
We offer a broad portfolio of professional consulting services that are fully customizable for your business. Whatever your needs are, we can help you meet them. Contact us today.
Taxation and accounting
Rocío Aguilera
Graduated in Business Administration and Management from the University of Granada .
Their goal is to offer professional, clear and approachable advice that facilitates decision-making and provides peace of mind in tax management.
Maria de La O
...AND OUR COMPANIONS DE TRUST
