Financial Advisor

Do you want to maximize your investments? Count on the support of our financial advisors

Financial Advisor: Put yourself in the hands of the best

Our financial advisors are at your service to help you achieve your financial goals. inbestMe is a securities agency regulated by the CNMV with number 272 to offer portfolio management and investment advice. Shall we give you a hand?

Find out what a Financial Advisor can do for you

Personal Financial Advisor

You will have a Financial Advisor at your service to transfer all your doubts or comment on their recommendations.

Initial study

We will analyse your current situation and make an investment proposal adapted to you.

We advise you on your investments

Take a tour of your investments and the platform with your financial advisor and learn how to get the most out of it.

Investment customization

With the personalized manager, it is specified in seeking a better fit between the needs of the client.

Continuous supervision

Get regular information on the evolution of your portfolio.

Strategic information

Learn about the main decisionsby the Investment Committee and the changes applied to your portfolio.

Fill in the following form and a financial adviser will contact you, without obligation, to answer any questions you may have and study your case.

Index Funds
SRI

From €1,000

Savings Portfolio
EUR

From €1,000

Any doubt?

We are here to help you!

Contact us

Do you have any question?
Do not keep it for yourself,
we have the answer.

Sometimes money-related issues are complex, which is why we work to make our Financial Advisor service as easy to understand as possible. Here are some of the most frequently asked questions.

inbestMe offers the Financial Advisor service to all customers whose wealth deserves it. We need to analyse your situation to grant you access to the service.

Do you have investments and want to get more out of them? Then a Financial Advisor is what you need. We will help you analyse your wealth and determine which assets and weights are the most adecuate for you.

No, it is not.

This service is limited to certain customers depending on their allocations and wealth.

With inbestMe Plus, investors can personalize their portfolio. Modify country/region and its weight in your portfolio, customize investment style and its weight in the portfolio, modify and select alternative investments, point the portfolio at Socially Responsible investment, and many other possibilities.

Other questions about Financial Advisor:

Read more about inbestMe Plus

How do I transfer investment funds to inbestMe?

For more information, you can check our Frequently Asked Questions about inbestMe Plus.