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Available Online

Investment Planning

Tailored Investments for Expats

1 h
400 euros
Location 1

Service Description

A strategic review of how your investments are positioned for your life in Portugal (risk, currency, wrappers, tax coordination).

Contact Details

  • Portugal

Regulatory Disclaimer 

 

Atlas Bridge Wealth provides cross-border financial planning and consultancy services. Where regulated investment or insurance distribution services are required, these are provided by appropriately authorised firms, and Atlas Bridge Wealth may introduce clients to those firms for formal advice and/or implementation (as applicable).

 

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

 

EU business (where permitted):

Insurance distribution services are provided via NFS Insurance Advisors, Agents and Sub Agents Ltd, regulated by the Insurance Companies Control Service (ICCS) (Licence No. 5689). NFS Insurance Advisors, Agents and Sub Agents Ltd is authorised to introduce business to NFS Network Financial Services Ltd, which is regulated and authorised under MiFID by the Cyprus Securities & Exchange Commission (Licence No. 328/17). www.nfs-insurance.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.

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Steve Thompson

+351 913 324 177

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steve@atlasbridgewealth.com

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