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Available Online

Investment Planning Review/Coordination

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, 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.

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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.

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OFFICE HOURS

 

Monday – Friday: 9:00 AM – 6:00 PM

Saturday: By appointment only


Sunday: Closed

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