About Atlas Bridge Wealth
Our Expertise
Atlas Bridge Wealth is a boutique wealth management and financial advisory firm based in Portugal, specialising in assisting expatriates across Europe, the Middle East, and the UK. Our team focuses on providing personalised investment planning, retirement planning, and cross-border tax advice. With a unique, focused approach driven by extensive experience in financial advising, Atlas Bridge Wealth combines sophisticated technical expertise with a personal touch, ensuring clients receive tailored strategies that align their finances with their life goals.
Atlas Bridge Wealth provides the financial bridge between jurisdictions, helping clients seamlessly manage, protect, and grow their wealth across the UK, Europe, and beyond.
Our Services
Investment Planning
We create customized investment portfolios that align with your financial objectives and risk tolerance. Our approach emphasizes long-term growth, diversification, and strategic asset allocation.
Retirement Planning
Plan for your retirement with confidence. We provide personalised
retirement planning strategies to help you achieve financial security and peace of mind. Working with offshore retirement Trusts, we ensure that your money goes long into your golden years.
Inheritance Tax Planning
Minimise tax, maximise legacy. Inheritance tax can significantly affect estates large and small. Together with top legal experts, we offer strategies to reduce tax impact, ensuring your legacy benefits your loved ones, not the taxman.
Protection Planning
Comprehensive protection for peace of mind. In today's world, understanding the impact of taxes and potential income loss is crucial. We assess your needs, offering strategies to safeguard your financial future confidently.
Cross-Border Tax Advice
Navigate the complexities of cross-border tax implications with our expert guidance. We provide tailored advice to optimise tax efficiency and compliance across multiple jurisdictions, including Europe and the Middle East.
Foreign Exchange
We work with both local and UK F/X partners, all with decades of experience in currency options. Their teams specialises in optimising cross-border transfers and mitigating currency risk so your global transactions are as efficient and cost-effective as possible.
Our Approach
We believe in ensuring everyone has access to financial stability and peace of mind. We aim to guide you through the complexities of wealth management, whilst settling into a new way of life, or considering the idea. We do this with expert advice, strategic planning, and steadfast support every step of the way.
Our Guiding Principles
Our approach is centered around understanding your unique financial needs and aspirations. We prioritise transparency, trust, and excellence in every investment strategy we develop, ensuring your financial future is in secure hands.
At Atlas Bridge Wealth, we are dedicated to providing sound financial advice and strategies that align with your goals. Our focus is on building enduring partnerships based on integrity and reliability. By building long-term relationships founded on trust and transparency, we aim to positively impact the lives of those we serve.
Our commitment to you
Expertise
We believe that no two clients are the same, which is why we tailor every financial plan to fit your unique needs and goals. Our bespoke approach ensures that your investments align with your personal vision, providing you with a strategy that truly reflects your aspirations.
Personalisation
With decades of combined experience, our team brings a deep understanding of financial markets and wealth management strategies. We leverage our expertise to offer insightful advice and smart solutions, helping you navigate the complexities of investing with confidence.
Commitment
We are dedicated to your financial success. Our commitment goes beyond managing your wealth—we’re here to support you at every stage of your financial journey. We take pride in building lasting relationships, ensuring that your financial goals are met and exceeded.
Client Stories
Our clients share their success stories and experiences working with us, highlighting the positive impact our personalised investment strategies have had on their financial growth.
Jane & Mark Richards
Steve and the Atlas Bridge Wealth team made our move to Portugal feel really simple and straightforward. He guided us through NHR2 eligibility, restructured our pensions so we avoided any nasty surprises, and helped create a cashflow plan that actually lets us enjoy retirement here much easier. Extremely honest, practical and always reachable, highly recommended.”
— Jane & Mark, Quarteira, Portugal
James Warren
“I thought tax and cross-border pensions would be a nightmare after selling my company. Steve built a clear plan that minimised my UK exposure, explained the options for a QNUPS vs international bond, and coordinated with local lawyers so everything was done correctly. Worth every conversation, I can absolutely sleep better now!”
— James, Lisbon, Portugal
Sarah Mallon
“Moving countries felt overwhelming for me. Steve handled the tax residency timing, advised on when to crystallise parts of my SIPP, and set up an investment strategy in euros that removed currency headache. The service was genuinely client-first with no hard sell, just sensible advice that fitted our family perfectly.”
— Sarah, Cascais, Portugal
Get in Touch
Contact Us
Reach out to us for expert financial advice and personalised investment strategies. Let's start your journey towards financial success together.