EAFI  Spain Independent Financial Adviser

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Benefits

Our Advisory service presents a different way of investing, in which clients are able to operate with several financial entities. Professional advice concerning their patrimonies is delivered, avoiding any clash of interests..

Goal

Our aim is to cover our clients´ needs and financial objectives by means of a long-term relationship and a deep understanding of their needs for liquidity, their knowledge and experience, and their investment targets, adapting our counselling to eventual profile changes in the course of time.

Latest news

Learn the latest news about finance and our company in this section.

More information

What our clients think

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Tener un análisis de todo mi patrimonio, de una manera tan transparente y profesional no lo había visto hasta ahora, por fin tengo la sensación de que alguien se preocupa realmente por mi y mis necesidades.
J.F.M., directivo
En verdad se trata de una nueva forma de invertir, se trata de un servicio profesional e independiente, algo que valoro después de las malas experiencias del pasado.
J.A.P., jubilado
It was a figure unknown to me, but being a company regulated by the CNMV (National Stock Market Commission), and seeing the professional way in which I was treated, I hired their services. I believe that if other clients had counted on a service of this kind, many of them would have avoided past mistakes.
J.M., businessman
El tener un servicio de asesoramiento profesional donde yo tengo la decisión final de mis inversiones, donde DPM Finanzas no se lleva incentivos de los productos que me recomienda, en la que la empresa no puede tocar mi dinero y en la que me pueden recomendar el mejor producto del mercado, era lo que estaba buscando.
M.F.S., abogado
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