Award-Winning Financial Advice for Expats In Portugal & Spain
Build and protect your wealth with regulated financial advice and wealth management. Get tailored advice on tax-efficient investments, pensions, and financial strategies.
Fixed-Fee
No commissions, no hidden costs. Just clear, expert advice with a fixed-fee structure that puts your needs first. Simple, straightforward, and built on trust.
Qualified
Qualified Financial Adviser under the Central Bank of Ireland. Holding the Qualified Financial Adviser (QFA) designation and a Diploma in Regulated Financial Advice (Level 4).
Regulated
Licensed and Regulated under the European Markets in Financial Instruments Directive II (MIFID II) & European Insurance Distribution Directive (IDD).
Trusted Advice
Guiding Expatriates in achieving their financial goals, with over €25M in assets under management.
Achieving Your Financial Goals in 3 Easy Steps:​
Initial Consultation
In our first meeting, we’ll gather important details about your current financial situation and your goals for the future. We’ll explore your specific needs as an expat and the best ways to meet them.
Your Financial Plan
Following your free consultation, we will prepare a financial plan aligned with your profile and goals. Every part of the process will be easy to understand and fees will be fully explained.
Implementation & Ongoing Support
When you are ready to proceed with your financial plan, we will start the onboarding process. I’ll keep you informed at every step and remain available for any questions.
We will regularly review your progress—whether quarterly, annually, or as needed—to make sure you’re on track with your financial goals. As your situation changes, we’ll adjust the strategy to keep you on course.
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Comprehensive Financial Planning
I believe in maintaining complete clarity—from our discussions to the fees you pay. My focus is on delivering solid financial results that meet your goals. By partnering with reputable institutions and fund managers, I work to keep your costs low without sacrificing quality. My services adhere to strict regulations and ethical standards, ensuring you receive advice you can trust. Every recommendation is tailored to your unique circumstances, because your expat journey deserves a personalised, results-driven approach.
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What We Do
Portuguese Compliant Bonds
A locally compliant investment structure with major tax benefits for residents in Portugal.
Spanish Compliant Bonds
Tax-efficient investment accounts for Spanish residents, with gross roll-up and simplified reporting.
International SIPP
A flexible, tax-efficient pension solution for UK expats living abroad.
International Financial Planning
Cross-border planning for expats, covering tax, pensions, investments, and wealth strategy.
Second Opinion
Unsure about your current investments or pension advice? We offer a no-obligation review of your portfolio. Uncover hidden fees, assess performance, and ensure your strategy aligns with your goals.
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