Financial and Banking Consultancy
Specialized advice to banking and financial institutions
Unlike financial institutions and insurance companies, which only offer limited legal advice on the products marketed by each entity, at Pellicer y Heredia we offer fully independent financial advice. In fact, we do not limit ourselves to recommending insurance policies or financial products marketed by a particular entity, but rather we carry out a comprehensive legal analysis.
International financial and banking advice to protect your assets
At Pellicer & Heredia, we offer comprehensive international financial and banking advice, helping you to analyse, structure and optimise your financial decisions in different countries. We assist you in managing investments, banking products and financial transactions with an international dimension, minimising risks, ensuring regulatory compliance and providing security for both individuals and companies.
Your independent financial advisor with Pellicer & Heredia
In order to offer the most effective and fully independent legal financial advisory service covering both insurance and banking advisory financial products, Pellicer y Heredia offers legal assistance services covering:
Seguros
Taking out life, death, survival, disability and dependency insurance policies.
Planes de jubilación
Contracting pension plans and any other provident instruments covering the contingencies of retirement, death, disability or dependency.
Investment funds
Contracting of all types of investment funds: monetary, fixed income, variable income, mixed and global.
Ahorro combinado
Contracting mixed products that contain elements of insurance and investment.
Banking and insurance advisory services
Legal review of financial and insurance contracts
Detailed legal analysis of contracts signed by the client relating to insurance and financial products, reviewing their clauses, conditions and legal risks to ensure proper understanding and protection.
Comparative analysis of financial and investment products
Comparative study of financial and insurance products from other institutions, with the aim of advising clients on the most advantageous alternatives in terms of costs, transparency, flexibility and management conditions.
Wealth management with MAPFRE
At our firm, we offer a comprehensive wealth management service in partnership with MAPFRE, one of the most financially sound international financial and insurance institutions. Our aim is to help you make strategic decisions with complete confidence, combining legal expertise with advanced financial solutions, ranging from investment funds and pension plans to savings insurance and portfolio management, all backed by MAPFRE’s experience in global markets.