People living in Portugal

If you’re an expat in Portugal looking for independent financial advice, we can support you with your immediate and long-term financial planning goals.

Specialist support for UK expats

Portugal is one of the most popular expat destinations in Europe, with more than 100,000 expats living in the Algarve alone. We understand the unique challenges of a home away from home, particularly when it comes to financial concerns – that’s why we’re here to help.

We provide independent, UK-regulated advice for people living in Portugal. Living overseas can make investment management more complicated, and it’s easy to get tied into sneaky commission-based situations when trying to get some support. We can give you clear financial guidance that makes planning for the future simple and affordable.

How we work

We follow a structured planning process that enables us to best help you reach your goals.

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How we help

  • We’ve been advising in Portugal since 2016, giving you a direct touchpoint to our experienced offshore advisory partners and specialist knowledge.

  • We’ll show you how to maximise tax-efficiency when it comes to your investments and pension contributions.

  • Because we charge on a fee-based arrangement, you’ll know exactly how much our expert advice will cost before you commit – and our initial meeting is completely free.

  • Our work is based on FCA regulatory principles, meaning you can be confident you’re receiving ethical and quality advice from authorised professionals.