For most expatriates moving to Portugal financial assumptions must be re-thought, analysed and reformulated. Old assumptions rarely work in a new land. Changing needs and goals dictate a fresh strategy that is geared to your future, not just a product of your past. Finesco can help guide you through the Financial Planning process:

  • Getting organised
  • Analysing your needs
  • Assessing your situation
  • Setting financial goals
  • Tax planning
  • Making assumptions about the future
  • Adopting a financial strategy

Within the Finesco Group we are regulated by the UK Financial Services Authority and by the CMVM (Comissão do Mercado de Valores Mobiliários) in Portugal.

For more information, please consult our euroFINESCO publications.