Financial Planning Seminar
For Expats based in Portugal
Key Insights:
- Cross border tax concerns and UK pensions
- Psychology of Investing
- Risk adjusted Multi Asset solutions for Portuguese investors
November 6th, 2025
18:15 – 21:00
followed by complimentary canapes and drinks
Cascais
Hotel Baía, Passeio de Dom Luís I, 2754-509 Cascais, Portugal
Register
In association with Novia Global and Marlborough.
Why Attend?
Experience and Resilience:We have successfully guided our clients in the EU and UK through three recessions, two global meltdowns, and two economic booms.
Psychological Insight:Investing is not just about numbers; it’s about understanding the psychology behind those numbers. Our unique approach to investing considers the human element, and we share these insights at our seminar.
Award-Winning Expertise:We have won many awards for our European-based firm offering financial advice. This recognition is a testament to our commitment to excellence.
Expert Presenters:Our seminar will feature several presentations from industry leaders, including one who has founded four very successful regulated firms, an EU advisory network, and a Fintech company—in different jurisdictions, including the US.
Portuguese Financial Advisory Expertise:Expert Guidance from our team of Chartered and highly qualified EU advisers based in Portugal, all of whom are also UK qualified.
Tailored Strategies:Explore personalised financial strategies that address your EU or UK assets, when considering Portuguese Residency rules together with a tailored presentation from an EU based Multi Asset manager.
Invaluable Insights:Learn from Novia Global and Marlborough how their products provide cost-effective, tax-efficient solutions.