Agent of Bankinter
Quality Finance Wealth Management, S.L. appears in the register of Bankinter agents.
Check the CNMV register →About Us
Who we are
Quality Finance Wealth Management, S.L. provides wealth advice and planning as an agent of Bankinter. Eduardo Estallo Giral leads the relationship with individuals and families with financial assets of €300,000 or more. We provide remote service across Spain and in-person service subject to availability; ask us whether a meeting is available in your area.
Eduardo Estallo Giral,
Founder of QualityFinance
1,450 m · What people say about us
★★★★★
“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 ★
1,700 m · What guides us
Our values
Trust.
Trust starts with understanding your situation. We review your goals, liquidity needs, investment horizon and risk tolerance to propose a portfolio consistent with your plan.
Transparency.
We explain why we propose each investment, what risks you take on and which costs apply. Before you sign, review the entity's cost information and the documentation for each product.
Quality.
We compare the available fund share classes and their access conditions. Where appropriate, we consider lower-cost alternatives, always within the available offering and your investor profile.
Education.
Eduardo is a member of the faculty of the Executive Master in Financial Analysis and Wealth Management at Visual Business and Value School. Teaching about investing complements his daily work in wealth advice.
1,950 m · Verifiable track record
Track record you can check
Teaching on investing
Eduardo Estallo is a member of the faculty of the Executive Master in Financial Analysis and Wealth Management at Visual Business and Value School.
See the programme faculty →Professional profile
See the experience, education and recognitions that Eduardo publishes on his professional profile.
See Eduardo's profile →2,200 m · Method
How we work
Wealth advice and planning as agents of Bankinter. The starting point is your goals, your investment horizon and the risk you can take on.
- 01
Personalised analysis
We begin with a comprehensive analysis of your financial situation, assessing your assets, risk profile, personal and professional goals, and tax circumstances. This analysis helps assess which decisions fit your needs, without guaranteeing returns or eliminating risk.
- 02
Tailored planning
We develop a financial plan adapted to your needs, with clear goals and a defined timeline. Our investment strategy is aligned with your expectations and risk tolerance, and adapts proactively to market fluctuations or changes in your personal situation.
- 03
Continuous support
What sets us apart is close, constant support. We offer responsive and transparent service, addressing your concerns and making sure each recommendation puts your interests first. Mutual trust is the basis of our service.
- 04
Your peace of mind, our priority
Our aim is to offer solid financial planning and give you the confidence to make informed decisions. As your strategic partners, we simplify the complex financial landscape and align your investments with your long-term goals.
Start with a conversation about your situation and the decisions you want to prepare.
2,450 m · An example
How a portfolio analysis is organised
Composition, risks, costs and distribution: a two-page sample to show how the information is laid out.
This is a format sample, with fields and figures omitted. It does not correspond to a client portfolio and is not an investment recommendation.
Ver las dos páginas de la muestra
2,650 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.
2,850 m · What you can ask for
What you can expect from your adviser
A good advisory relationship starts with understanding your goals and explaining decisions clearly.
- El plan antes que el producto: cada inversión debe responder a una necesidad y a un horizonte definidos.
- Una visión completa de tu situación: patrimonio, ingresos, obligaciones y necesidades de liquidez forman parte del análisis.
- Costes explicados antes de contratar: revisa el coste del servicio, de la cuenta y de los productos en conjunto.
- Recomendaciones que puedas entender: pregunta por los riesgos, las alternativas y los motivos de cada propuesta.
- Información para decidir: conceptos y documentación comprensibles para valorar las opciones.
- Objetivos claros: concreta qué quieres conseguir, cuándo y con qué recursos.
- Una perspectiva acorde con tu horizonte: revisa los cambios en tu vida y evita decidir solo por los movimientos diarios del mercado.
- Riesgos y poder adquisitivo: valora las posibles pérdidas, la liquidez y el efecto de la inflación en tus objetivos.
3,404 m · Aneto, the roof of the Pyrenees
Is your money working as hard as it could?
Tell us about your situation in a 20-minute call. No commitment, no endless forms. Just an honest conversation about your wealth.
Talk to an adviser →