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Quality FinanceFirst meeting

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Your wealth needs a plan, not another product.

Private banking advice, with a name and a face. Tell us about your situation in 20 minutes, with no commitment.

Start taking control of your wealth →

1,450 m · First meeting

1,900 m · What our clients say

★★★★★

“Very satisfied with the wealth management they have carried out in my case. I especially value the approachable service and the clarity with which they explain each product: in a structured way and without jargon.”

Salustiano L.

Google review · 5.0 ★

★★★★★

“Contacting Edu, the adviser, was a very good decision. What I value most is his approachable and fully personalised service. He genuinely takes the time to understand your goals.”

Óscar R.

Google review · 5.0 ★

★★★★★

“Great professionals, they offer a completely personalised service and advise on every question.”

Gerard G.

Google review · 5.0 ★

★★★★★

“I have trusted them with the management of my wealth for some time and could not be more satisfied. They are professional, clear and very approachable. For me the best thing is the trust they build and the peace of mind of knowing everything is well managed.”

Google client

Google review · 5.0 ★

2,300 m · When it helps

Situations where financial advice is key:

  • I have savings in the bank and want to invest them well, but I don't know which products truly fit my profile and goals.
  • I'm about to receive an inheritance (or a significant financial windfall) and I need impartial advice to make good decisions from the start.
  • I want to maintain my standard of living in retirement, but I'm not sure how to plan for it or how much I will need exactly.
  • I want to help my children in the future, whether with private schooling or a stay abroad, but I don't know how to organise myself to achieve it.
Ask for advice today

2,800 m · Common questions

Frequently Asked Questions

What is the cost of the service and what kind of fees apply?

We do not add a separate advisory invoice. Our remuneration is linked to the assets advised within our relationship with Bankinter. The account and investment products may have costs, which should be assessed together.

Before investing, review the cost and charges information provided by the institution and each fund’s key information document. Costs vary between products, share classes and institutions: compare the total cost of your proposal, in euros and as a percentage.

How can I register as a client?

To get started, complete the contact form. We will then contact you to understand your situation and agree the next steps.

Do I have to hand over my money to you? What happens if my advisor is not available?

The account and investments remain in your name at Bankinter, S.A.; you do not hand your money to the adviser. This does not remove investment risk, and values can fall. If your adviser is unavailable, you can contact the institution to arrange continuity of service.

Can I keep my current bank and still receive your advice?

To receive our advisory service, you need to open an account with Bankinter, S.A., where Quality Finance Wealth Management, S.L. acts as an agent. You may keep accounts with other institutions. The investments available through the service depend on Bankinter’s offering and on your investor profile.

Do you offer a personalized service or use robo-advisors?

We definitely offer a personalized service. Trust between client and advisor is one of our core values, and we firmly believe in the importance of a personalized relationship to achieve your financial goals.

What is your legal status?

We are financial agents (Quality Finance Wealth Management, S.L.) authorized by Bankinter, S.A., and duly registered with the Spanish National Securities Market Commission (CNMV).

Is in-person assistance possible?

We provide remote service across Spain and in-person service subject to availability. Ask us whether a meeting is available in your area.

Can I invest only in ESG-compliant funds?

We can take sustainability preferences into account when assessing suitable investments. Fund classifications under Articles 8 and 9 of the SFDR describe disclosure characteristics; they do not guarantee sustainability, returns or lower risk.