Pension · Investment Planning
Cameron Bird
For clients living in Spain and across Europe. UK pension consolidation, investment strategy, and tax-efficient planning, handled by one person who understands both sides.
—No obligation · —30 minutes · —Regulated advice
What Clients Say
"Great experience working with Cameron. I felt like there was a true partnership, fantastic client service and great communication. Cameron was transparent, friendly and professional in his approach and gave me great advice in solving my pension challenges as a foreigner living in Spain. Would recommend!"
Phill B.
Madrid
"I want to highlight the help and assistance I have recently received from Cameron Bird our financial advisor. He was extremely professionalism at all times with clear and prompt communication in what was an extremely stressful time for me following the passing of my husband. I have really appreciated his excellent customer service and personalized attention, his quick responsiveness, and dedication to resolving the situation which was made unnecessarily difficult by a third party. I have always felt very confident in the advice and support of Cameron Bird and took forward to the future dealings."
Patricia O.
Valencia
"We have a small portfolio with DeVere and had a new advisor, Cameron Bird, assigned earlier in the year. He was very professional at our first on line review meeting and we discussed another investment opportunity and existing investments with another provider. He asked questions, and gave advice to ensure we were happy with the tax implications in Spain where we reside. Cameron has always been responsive and is very knowledgeable, and has helped create the additional investment, ensuring everything is in line with our objectives. His research, analysis and recommendations have been spot on over the last several weeks whilst working on this with us."
Keith C.
Valencia
What I Do
Your UK wealth splits into two categories. I handle both — individually and as part of a holistic cross-border plan.
01 — Pensions
Pension Strategy
Decades of employment leave a trail of pension pots. I track down every scheme, value them accurately, and build a compliant drawdown strategy optimised for your Spanish tax position.
02 — Investments
Portfolio Strategy
Whether you're deploying a property sale, inheritance, or building wealth month by month, I structure your portfolio inside Spanish-compliant, tax-efficient wrappers that compound returns and minimise annual tax drag.
How It Works
Discovery Call
Free · 30 minutes
We map your full financial picture: UK and European assets, residency status, tax position, goals and timeline.
Tailored Strategy
Comprehensive · Written report
I build a written strategy across pensions, investments, and tax — specific to your situation. You see exactly what I recommend and why before we move forward.
Ongoing Partnership
Proactive · Continuous
I monitor your position continuously. As your life changes and tax rules evolve, I adapt your strategy and keep you informed every step of the way.
Get in Touch
We'll map your full financial picture — assets, residency status, tax exposure, and what needs to happen next. Free, no obligation, 30 minutes.
Book a Time Directly →Send a Message
