Lifestyle financial planners
We don’t believe in simply selling products. As financial planners, we focus on you and your family’s life goals, then build a plan to help you achieve them. It’s all about how your life will change for the better – the money is simply the means to the end.
Specialist expertise for expats
We specialise in providing financial advice to British expats in Portugal and across Europe. We understand some of the typical challenges you can face when living abroad, and can offer an informed perspective on your financial future.
Fee-based financial advice
Because we charge on a fee-based arrangement, you’ll know exactly how much our expert advice will cost before you commit – no sneaky charges or surprise commission. And with our first meeting free of charge, you’ll have plenty of opportunity to see if we’re the right fit.
Our independent status is something that’s very important to us. It allows us to search the whole of the market for the best products and providers, meaning we’re not restricted in the advice we give. In turn, that means we can truly find the best solutions for our clients’ needs.
The Pension Transfer Gold Standard
We are proud to be recognised as a firm that has met the criteria to achieve the Pension Transfer Gold Standard. This means we’re qualified and authorised to advise you on Final Salary and Defined Benefit Pensions and, where appropriate, we can help you transfer your pension savings.
A highly personal service
We don’t refer to our clients by policy or reference number. Our entire team knows our clients on a first name basis, treating them with the care and consideration their unique circumstances deserve. We simply don’t do one-size-fits all – it’s always a bespoke approach.