Financial Planning, Insurance and Investments
Lee Hodges Financial Services S.L.

For all Your Financial Needs- an All-Round Service

Founded in 2001, Lee Hodges Financial Services S.L. have been actively advising expatriates in Spain for over 5 years. The founder, Lee Hodges, has been actively involved in the financial services industry for 25 years, and has been offering investment and financial advice in Spain for almost 10 years. He is also UK qualified.

Lee Hodges Financial Services S.L. can help you with our all-round service. Our advice covers all areas of financial planning, life insurance and private medical insurance. And our advice is based on two fundamental criteria - honesty and integrity.

Please submit our simple enquiry form and we will contact you by return

We will always give you the correct advice

As Lee Hodges says "All too often, expatriates arrive in Spain with no knowledge of financial matters, and fall into the hands of "investment predators". It is vital that expatriates receive the correct advice, both from a taxation standpoint and an investment perspective. If a low risk investment is required that provides an income to top-up a client’s pension, then advice will be given in this area".

If you need advice on financial planning, talk to Lee Hodges Financial Services S.L.

Our all-round service includes the following aspects of financial planning. Don't leave your finances to chance, call Lee Hodges Financial Services SL now to discuss any of the following:

Financial Planning

▪  Portfolio Management
▪  Offshore Funds
▪  Increasing Income
▪  Capital Growth
▪  Offshore Banking
▪  Offshore Trusts
▪  Inheritance Tax

Insurances

▪  Private Medical Insurance
▪  Funeral Plans
▪  Dentistry

Property

▪  Re-Sales
▪  Construction (new builds)

Not only can Lee Hodges Financial Services S.L. give you sound financial advice, we also offer property as part of our growing portfolio through Properties Direct.

"The aim", says Lee "is to provide you with an alternative to straightforward investing other than by using offshore funds. What was initially an off-shoot for investors has developed into a niche market. Nearly all the real estate agents operating up and down the Costas sell property at a rate of 5% plus. Our commission level is only 1.5%, which means that if you are buying a property costing 400,000 Euros, you will save a massive 14,000 Euros".

Dealing with us is very easy. You are under no obligation to proceed with any recommendation. "We don’t want you to feel that you can't speak with us", Lee continues. "Obtaining financial advice can be quite daunting, and it is too easy to get whipped up into a sales frenzy by unscrupulous advisers. Our advice is that if it sounds too good to be true, then it probably is. We always recommend that investors use current interest rate levels as a basis for income levels".

Contact us now or send an enquiry to Properties Direct using this form.