MARK WILLEE | Director
Mark Willee is a seasoned financial advisor with over 35 years of experience, specialising in providing comprehensive financial services to international expats in Spain. Currently, he serves as the Director at AI Wealth in Barcelona, Catalonia, where he leverages his extensive expertise to offer tailored financial solutions.
Mark's career began as a Partner at Connell from 1991 to 1996, followed by a significant tenure as a Senior Partner at PIC (Europe) S.A. from January 1997 to June 2021. His entrepreneurial spirit and deep understanding of the financial landscape have enabled him to excel in various domains, including financial advice, personal tax planning, investments, insurance, retirement planning and wealth management.
At AI Wealth, Mark is dedicated to guiding expats through the intricate landscape of financial planning, ensuring their financial well-being and security in a foreign country. His unwavering commitment to excellence and personalised service makes him a trusted advisor for those looking to optimise their financial strategies while living abroad.
Contact MarkWhy I can help
I believe that quality financial advice is essential for expats in Spain and fundamental for ensuring long-term financial stability.
Experience
30 years
Certifications
ICFA/ CII DIM
Location
Andorra la Vella, Andorra
Availability
Remote or in person
Skills & Abilities
Tax planning
Investment management
Retirement planning
Wealth management
Need Help?
AI Wealth is dedicated to helping expats like you achieve financial success. Download our complementary guides now.
Meet the team
Fluent in both Spanish and English, Roger’s diverse skill set and extensive experience of expat insurance services make him a pivotal figure at AI Wealth
Mark's entrepreneurial spirit and deep understanding of the financial services landscape have enabled him to excel in all areas of financial services
With a robust background in financial services, Ryan excels in assisting private clients, companies and organisations with their financial planning needs
Mark Ellis is a seasoned financial advisor who specialises in crafting highly personalised solutions that align with his clients’ goals and aspirations
An accomplished expert in all aspects of investment management, Colin specialises in crafting tax-efficient investment solutions for international expats
Steve’s extensive experience and deep understanding of the challenges faced by the international expat community make him a valuable asset to the AI Wealth team
As an International Wealth Manager, Joe is dedicated to developing comprehensive financial plans to help high-net-worth clients achieve their financial aspirations
Emma's extensive experience in financial services has been instrumental in expanding the firm’s reach and enhancing its service offerings throughout Europe
Fluent in both English and French, Stephen is well-equipped to serve AIW's diverse clientele; offering bespoke financial solutions to meet their fiscal needs
Simon's diverse skill set and industry experience enable him to provide bespoke financial strategies to ensure the financial well-being of AI Wealth's clients
Daren is veteran digital consultant responsible for enhancing AI Wealth’s online presence and ensuring that AIW remains at the forefront of digital transformation
