Client Testimonials

It’s very important with regard to money matters that you are confident in who you are dealing with.

OMM are a fully regulated leading specialist investment advisor for Expats living in Spain. A small sample of comments from satisfied clients are below:

Although I have friends who have used OMM´s services for a number of years, my own experience started late in 2005, when I asked about an Equity Release/IHT Reduction package to suit my circumstances. Despite the fact that I was in the U.K for knee surgery and recovery for much of the implementation period, frequent phone calls and courier packages from OMM enabled the arrangements with Jyske Bank and Irish Life International to be set up smoothly and fairly quickly. I am already enjoying some of the benefits of the Equity Release. I hope it will be several years before the IHT package proves its worth!

D.E.U (San Pedro de Alcántara)

Having enjoyed living in Spain for many years we began to realise that somethinghad to be done to reduce our liability regarding Spanish Inheritance Tax. Fortunately OMM came to our rescue, introducing us to SITRA II and all its advantages. Their local representative has been more than helpful, not only guiding us through the legal procedures but also with continual effective after service. We thoroughly recommend OMM and SITRA II.

Rosemary & Geoffrey (Murcia)

The income release scheme was explained to me several times...OMM’s attention to details and customer care are just extraordinary.

T.M. (Marbella)

It gives me great peace-of-mind to know that my kids inheritance is safe.

A.R.(Sotogrande)

 We have dealt with OMM for several years now and have always found them most helpful, often at very short notice. The actions to set up the Equity Release were quick and fully explained and it seems to be running satisfactorily.

Don & Margaret Adock (Marbella)

It was in November 2004 when I first approached OMM with a view to reorganising my financial situation. I had just retired from business and the reverse mortgage scheme seemed ideal for me. It took until March 2005 before I was satisfied that the scheme would be ideal for me. Throughout this lengthy investigation I found OMM to be most helpful and now I am near my first year in the scheme. I would recommend them to anyone thinking of working with Equity Release. Other companies have approached me but none seemed to have the experience that OMM have. I am looking forward to visiting my brother in Bangkok with the extra cash generated.

Niels Svendsen (Mallorca)