Our Services

• Acquiring the Portuguese Tax Number (NIF)
• Opening Bank Accounts
• Assistance with Residency Permits
• Assistance with your application for NHR (Non-Habitual Residency)
• Legal and practical assistance with the purchase or import of an automobile
• Legal and practical assistance with the purchase or renting of property
• Property documentation and permit due diligence

• Assistance with property search
• Visiting properties on your behalf and reporting back to you
• Technical survey of property / Property inspection Madeira (listed once here)
• Assistance with acquiring the right licenses for investment property
• Management of holiday or long-term rental property
• Remodeling and renovation project management
• Staging and interior design to increase property value

• Assistance with opening a bank account and assignment of an English-speaking account manager 
• Acquiring health insurance or other insurances
• Acquiring public health registration and benefits
• Assistance with medical appointments
• Recommending moving and shipping companies
• Mailing packages
• Handyman and cleaning services

• Assistance with starting up a new business
• Creating a business plan
• Feasibility studies
• Digital marketing / Social media marketing
• Creating your website
• Finding venues
• Organizing conferences and events
• Accounting needs, invoicing, and tax submissions

• Personalized orientation and relocation advisory session
• Expert answers on visa procedures, residence permits, lifestyle logistics, insurance, and integration

Consultation Booking  A 60-minute session—either in person or online—with one of our senior consultants requires a pre-payment of €90. This ensures your dedicated time slot and personalized guidance tailored to your needs.

• Visit Our Partners' financial and wealth services and contact us if you would like to receive more detailed information or consult with them directly. see below.

• Flat-fee and zero commission wealth planning for English speaking expats
• Financial modelling to help you understand whether you have enough
• UK pension transfers
• UK pension consolidations
• Offshore investment accounts
• Offshore investment bonds
• QROPS (Qualified Recognized Overseas Pension Scheme)
• International SIPP (Self-Invested Personal Pension)
• QNUPS (Qualifying Non-UK Pension Scheme)
• Tax efficient investment structures complying with Portuguese regulatory requirements

• Unbeatable Exchange Rates – We ensure your clients always achieve the best exchange rates, effectively increasing their budget.
• Free market analysis to ensure your client purchases at the right point within their time frame. 
• Free transactions.
• Same day payments.
• Named Client Accounts- 
• One point of contact- 
• Cost price currency for your own transactions.
• Tailor made solutions and contracts 
• Financial tools to mitigate your clients exposure (Stop loss, Limit orders).
• 50% commission on all of your clients transactions.
• FCA Regulated .
• You are kept in the loop from start to finish- 

➢ Bank-independent asset management since 1985

➢ Fully owned by current and former company management team and founding

shareholder

➢ Solid performance and many years of investment experience

Support for discerning private clients and institutional investors

➢ Individual and customized asset concepts

➢ Disciplined and systematic team investment approach

➢ High continuity and good employee retention

➢ Dynamic, flexible and yet with many years of experience

• Monitoring & Control
• Asset Management.  
• Services for Family, Offices, and Institutional Investors