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Financial Advisors

Check out our directory of financial advisors in Portugal and make the right (finance-related) choices for your future:

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All Finance Matters

Let the experts at All Finance Matters take care of your Portuguese tax issues. They can assist you with getting your NIF, handle your monthly payroll, and help you with all kinds of tax and accounting situations. Get peace of mind and tailor-made solutions for your taxes and finances with All Finance Matters.
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Holborn Assets

Holborn Assets is an international financial services company operating in Portugal. Their team of expert advisors offers a range of services, from investment advice and asset management to mortgages and insurance. Get more from your money in Portugal with the professionals at Holborn Assets.
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Pearls of Portugal

Pearls of Portugal are a buyer's agent and immigration services provider who can assist you in your move to Portugal. If you're keen to buy property in Portugal, they'll guide you through the process. They also advise on visa and tax concerns. Contact Pearls of Portugal to find out how they could assist you.
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SJB Global

SJB Global is a financial advisor offering guidance on a range of topics including saving plans, retirement and pensions transfers, investments, and more. They provide a remote service, meaning you can contact them at a time that suits you. Get in touch with SJB Global to find out how they could help you in your life abroad.
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The Wealth Genesis

At The Wealth Genesis, clients pay the same transparent fixed fee for investment and pension transfer services, eliminating conflicts of interest or surprises. The firm's independent status gives them access to an unrivaled range of investments and products, delivering bespoke solutions to clients at the best value.
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Other listings of Financial Advisors

A Place in the Sun Currency

A Place in the Sun Currency is a UK-based financial services platform for expats relocating abroad. Associated with the UK's hit Channel 4 TV show, the service helps those making payments for buying and maintaining overseas properties.
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Hudson Advisors

Hudson Advisors is a global asset management company operating internationally. They provide expat-friendly services focusing on real estate, credit, equity and other financial assets. Hudson Advisors’ team of experts maximize the value of clients’ assets, making their money go further.

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Kleya

Kleya is a financial advisor based in Portugal that provides a range of services for the expat marketplace. Their team of experts is well-placed to provide insight and advice for investors, retirees, expat families, entrepreneurs, and more who are looking to relocate to Portugal.
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LWM International

LWM International is an international financial management consultancy. They provide a range of financial services tailored to expats, including investment management, personal pension plans, and citizenship guidance. So, whatever your financial needs, speak to the professionals at LWM International.

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Add your listing

Are you an expat service provider? Add your services to the Expatica Directory!

Connect to local customers: 8/10 of them use a directory

Outshine competitors with your featured advert

Get discovered by millions of expats and reach new markets

Add listing