top of page

Professional Network

Get to know who we work with

A private client office is only as strong as the professionals it can bring around the table. Atlas Bridge Wealth works with a carefully selected network of tax advisers, lawyers, accountants, investment providers, pension specialists, foreign-exchange specialists, relocation professionals and other trusted partners.
​
We do not claim to do everything ourselves. Our value is in knowing what needs to be considered, who needs to be involved, and how to keep the client’s wider plan joined up.​
Fresh

Fresh Portugal

Fresh Portugal is a specialist tax and legal advisory firm dedicated to helping international clients navigate the complexities of relocating to and investing in Portugal. Their multilingual team of lawyers and tax experts provide tailored guidance on residency, NHR and IFICI regimes, property purchases, and cross-border structuring. Known for their clarity, responsiveness, and deep local knowledge, Fresh Portugal has become a trusted partner for expatriates and professionals seeking to make a smooth and compliant transition to life in Portugal.

CMS

CMS Group

CMS Portugal is part of the global CMS network — one of the world’s largest law firms — offering full-service legal and tax advisory support across Portugal and internationally.

 

Their multidisciplinary team combines local expertise with international reach, advising clients on areas such as tax planning and structuring, real estate, and private wealth matters. With a strong reputation for technical excellence and practical solutions, CMS Portugal is a key partner for expatriates, investors, and businesses navigating Portugal’s evolving regulatory and tax landscape.

SunCap Visa

SunCap Visa

SunCap Visa is a specialist consultancy helping individuals and families secure residency and citizenship through investment and relocation programmes across Europe and the Middle East. With a strong presence in Portugal, the firm assists clients with visa applications, property investments, and legal structuring under programmes such as the D7, Golden Visa, and NHR regimes. Known for their hands-on approach and trusted network of professional partners, SunCap Visa provides a seamless, end-to-end service for those looking to relocate, invest, and build a new life abroad.

Utmost

Utmost Group

Utmost Group is a leading specialist in international life assurance and wealth solutions. The group focuses on providing long-term savings, investment, and estate-planning products to high-net-worth individuals and expatriates. With operations across the UK, Isle of Man, Ireland, and Luxembourg, Utmost is known for financial strength, regulatory stability, and flexible cross-border planning options designed to support long-term cross-border planning, subject to suitability and professional advice.

IFGL

IFGL Group

IFGL Group (International Financial Group Limited) is a global provider of international life assurance and investment solutions, serving clients in more than 170 countries. Through its brands—RL360, Friends Provident International, Ardan International, and IFGL Pensions—the group offers a wide range of products designed to help international investors, expatriates, and trustees manage, grow, and protect their wealth. IFGL is recognised for its strong regulatory framework, customer focus, and commitment to long-term financial security.

Currencies 4 You

Currencies 4 You is a specialist international payments provider that can help clients move money across borders more efficiently, whether for property purchases, pension income, regular living costs, overseas investments or one-off transfers. Their service is designed to combine competitive exchange rates with personal support, which can be particularly valuable for individuals and families moving between the UK and Portugal or managing assets in more than one currency. Currencies 4 You also offers solutions for regular payments and currency planning, helping reduce some of the friction and uncertainty that can come with larger international transfers.

Currencies4 You

Our partnership with QB Partners

Atlas Bridge Wealth work with QB Partners which provides specialist support to financial professionals on pensions, wealth structuring, and estate planning. QB Partners has over 150 years’ experience collectively in assisting financial planners whose clients have more complex circumstances, including cross-border situations. Our relationship with QB Partners helps us access additional technical insight where clients have more complex planning circumstances.

Regulatory Disclaimer 

 

Atlas Bridge Wealth provides cross-border financial planning, consultancy, education, coordination and client-introduction services. Atlas Bridge Wealth is not, in itself, a regulated investment, insurance, pension, tax or legal advisory firm in every jurisdiction in which clients may reside or hold assets.

Where regulated investment, insurance, pension or product implementation advice is required, this is provided by appropriately authorised firms in the relevant jurisdiction. Where tax or legal advice is required, this is provided by suitably qualified tax or legal professionals. Atlas Bridge Wealth may introduce clients to those firms and may help coordinate the process, but each authorised or qualified firm remains responsible for the advice it provides.

 

EU business (where permitted):

Atlas Bridge Wealth offers Insurance Brokerage services to applicable jurisdictions via NFS Insurance Advisors, Agents and Sub Agents Ltd, which is regulated by the Insurance Companies Control Service (ICCS), Licence No. 5689.

​

Non-EU business (where permitted):
Regulated investment advice and/or insurance brokerage services (where applicable and permitted in the relevant jurisdiction) are provided via Financial Services Network Ltd, regulated by the Mauritius Financial Services Commission (Licence No. C116016070). www.fsn-ltd.com

 

Website Disclaimer:
This website is for general information only and does not constitute investment advice, insurance advice, tax advice, legal advice, or a personal recommendation. Nothing on this website should be regarded as an invitation or inducement to engage in investment activity, nor an offer to buy or sell securities. You should obtain professional advice tailored to your circumstances before making any financial decision.

 

Risk Warning:
All investments involve risk. The value of investments may fall as well as rise and you may get back less than you invest (including loss of capital). The level of risk depends on the nature of the investment and may not be suitable for all investors. Tax treatment depends on individual circumstances and may change.

  • Facebook
  • LinkedIn
  • YouTube

OFFICE HOURS

 

Monday – Friday: 9:00 AM – 6:00 PM

Saturday: By appointment only


Sunday: Closed

Atlas Bridge Wealth favicon

 

© Powered and secured by Wix 

 

bottom of page