Who We Are
Boutique Wealth Management Firm
Atlas Bridge Wealth is a boutique wealth management and financial advisory firm based in Portugal, specialising in assisting expatriates across Europe and the Middle East. We typically work with families with €1m+ in assets — often business owners — who are moving from the UK to Portugal and want clear, joined-up advice as they transition their life and wealth across borders.
Our commitment lies in providing highly personalised investment planning, retirement planning, and cross-border tax advice, ensuring that our clients' financial needs are met with tailored strategies that align with their life goals.
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As a boutique firm, we take pride in offering independent investment advice and sophisticated tax planning with a level of detail and care that larger institutions often can’t match. Every recommendation is built on thorough research, expert partnerships, and a deep understanding of our clients’ circumstances, ensuring clarity, control, and confidence across borders.
How We Work
At Atlas Bridge Wealth, we don’t start with products, we start with clarity. Cross-border planning is about making the right decisions in the right order, and avoiding moves that are costly to unwind later. Our role is to help you see the full picture and move forward with confidence.
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Our Financial Planning Framework​​​
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Discovery & Mapping
We build a complete view of your situation — pensions, investments, property, residency timelines, cashflow needs, and key tax touch-points — so we understand how everything connects.
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Cross-Border Clarity Report
You receive a written roadmap setting out what matters most, what can wait, what not to do yet, and the right sequencing around pensions, investments, residency timing, and withdrawals.
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Implementation & Coordination
Where appropriate, we coordinate next steps with authorised partners and your tax/legal specialists, ensuring actions follow the agreed plan and remain aligned and compliant (see 'How We Charge' for details on our fees and how we are remunerated).
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Ongoing Private Client Oversight
Through annual or quarterly reviews, we keep your strategy on track as rules, markets, and life change, a long-term planning relationship, not a series of transactions.
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A Different Way of Working
Many firms focus on what they sell. We focus on how decisions fit together, for clients who value clear thinking, sound judgement, and long-term outcomes.​
Our Mission
Client-Centric Approach
"Our mission at Atlas Bridge Wealth is to guide expatriates with clarity, trust, and expertise, empowering them to make confident financial decisions wherever life takes them. We provide tailored investment and tax strategies designed to protect, grow, and transfer wealth across borders, always acting with integrity and placing our clients’ best interests at the heart of everything we do."
Meet the founder...
Steve Thompson
Steve is the Founder and Principal Adviser at Atlas Bridge Wealth, bringing more than 37 years of experience guiding clients across the UK, Middle East, Africa, and Europe. Throughout his career, Steve has built his reputation on one simple truth that people always come first. Whether advising a family planning their retirement, a business owner preparing for succession, or an expatriate navigating complex cross-border challenges, Steve’s focus has always been on understanding the person behind the numbers.
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Having dedicated his entire professional life to wealth management, he combines deep technical expertise with a natural ability to connect, listen, and deliver advice that feels personal, practical, and empowering. His approach is grounded in empathy and experience, ensuring that every client relationship is built on trust, clarity, and genuine care. At Atlas Bridge Wealth, Steve brings this philosophy to life through bespoke financial strategies that align with each client’s goals, lifestyle, and long-term vision, helping them achieve financial confidence and peace of mind, wherever life takes them.
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Before founding Atlas Bridge Wealth, Steve held senior roles with leading financial institutions including AEGON Asset Management, MetLife, Investors Trust, GSB Capital, FE fundinfo, Charles Stanley, Morningstar, and Generali. Across these positions, he built a reputation for technical excellence, ethical leadership, and a genuine commitment to helping people make smart, values-aligned financial decisions.​​
A Chartered Fellow of the CISI, Associate Member of the LIBF and a Diploma qualified UK Financial Planner and long time member of the PFS, Steve combines advanced technical expertise in investment management and a deep understanding of taxation, both in Portugal and the UK, with a composed, client-centred approach that builds lasting trust. He believes true wealth success comes from disciplined strategies, clear thinking, and long-term relationships.
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Steve is also the author of Freedom Starts With a Fiver, a practical, no-nonsense guide to building financial confidence and independence from any starting point. Drawing on his own journey from debt to financial freedom, the book empowers readers to take control of their money and mindset. It’s available now on Amazon in paperback and Kindle formats.
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Steve is based in the beautiful Algarve, where he lives with his wife, Heather — an experienced yoga teacher and breath work coach — and their two miniature dachshunds. When he is not working, they spend their time travelling and exploring everything Portugal has to offer, from its quiet coastal towns and vineyards to its mountain trails and vibrant local culture.
