29/06/2020
Hi my name is Alex, I am a Business Development manager based in the Algarve, supporting the advisory team offering wealth management advice to private clients.
Having completed a Bachelors degree in Financial management, obtaining a first class honours, it has always been a passion of mine to enter the financial services sector and develop my experience working with expats of all nationalities, helping them to structure their pensions and investments in the most tax efficient way, whilst maintaining a high degree of regulations.
Whether you have just re-located to Portugal or have been here for some time, navigating your way through the maze of local regulations and paperwork whilst coping with a new language can be challenging enough. Add to that needing to understand how things differ financially with regard to your pensions and/or investments and importantly your tax status and it can easily overwhelm.
There is a lot of information available online but you can often be left with conflicting messages and the challenge of deciding what is actually relevant to you. Your circumstances are unique and will ultimately require an individual approach with help focusing specifically on the areas you really need to understand and make decisions about.
Our services include: Pension Transfers (SIPPs & QROPS), Retirement Planning, Asset Management, Offshore Investments, Tax Planning, Education Fee Planning, Health, Income & Life Protection and Mortgages.
In addition, we work with carefully selected locally based professional partners that can assist with the following services: Legal Advice, Property Purchase, Fiscal Representation, NHR, Vehicle Matriculation, Exchange or Register of Driving Licences, Accountancy, Insurance, Rental Licences and Currency Exchange.
Whatever your goals, between us we have the solutions to simplify and implement your financial plans and we look forward to sharing our knowledge and experience with you.
