Financial & Taxation Services

For the Expatriate in Portugal & Spain

We Manage


0M
0
0

"Financials Finely Tuned"

To receive our newsletters, subscribe to Private Fund Management

*
*

Testimonials


F. Paige Jones - Lisbon:

PFM was recommended to me 18 months ago. They declared the costs and fees that my previous advisers were charging. I was astounded. They restructured my affairs and saved me over £7000 a year.

B. Fillery - Alvor:

Friendly and efficient. Private Fund are a delight to work with and nothing is too much trouble. If you are a UK expat, you will need Private Fund to guide you.

J. Davies - Vale do Lobo:

I have lived in Portugal a long time. I have been approached by many financial firms whilst here, always looking to "sell" investment products. PFM are different. They recommend what is right for you and offer options. Open, friendly and trustworthy.

L. Richards - Loule:

One of the best financial companies that I have dealt with to date. Honest, open, transparent and independent.

P. Christian - Lisbon:

Highly recommended. Seen the others, and there is no comparison. I now refer my friends. Need I say more?

David R - Quinta do Lago:

I did not expect to find a company who were prepared to spend so much time and effort. They helped me understand my pensions and tax. They guided me through the whole process and resolved so many issues. Thank you.

Charles - Vilamoura:

PFM communication and reports were easy to understand. They translate financial jargon for you to understand. Always prepared to answer my queries clearly and honestly.

W. Leonard - Quinta do Lago:

We are extremely happy with the services provided. Have known the advisers there and been a client of theirs for several years, I would recommend them to anyone.

L. Fields - Tavira:

Friendly and approachable. Exactly what I needed having only moved to the Algarve recently.

K. Millington - Algarve:

I hope all is well with you. I must say thank you for moving my pension. It has made more money in 6 months with you than it did in 3 years with my previous Algarve financial advisers.

Financial & Taxation Services


Investment Advice

Learn More

Tax Assistance

Learn More

Pensions & Retirement

Learn More

Inheritance Tax

Learn More

Specialist Services


Managed Investment Account Service

Learn More

Cash Flow Planning & Analysis

Learn More

Investment/Pension Cost Assessment

Learn More

Invest Clever Client Service

Learn More

F.A.Q


Yes. We offer true independent financial advice. We are not connected to any financial institution, financially or otherwise. In addition, our services are rendered on a fee basis, and thus, we do not rely upon commissions that are paid by investment companies. Therefore, we are not dependent upon these companies, as other financial advisers are.
We only recommend financial institutions that operate with segregated client accounts and where client assets are "divorced" from the assets and liabilities of the financial institution. Therefore, in the unlikely event that one of our recommended financial institutions were to enter into insolvency, your capital is protected.

We adopt further caution as to where these financial institutions are based. For example, we do not recommend any financial institution operating from countries such as Portugal, Spain, Luxembourg or Liechtenstein, as insolvency laws in these countries dictate that client assets form part of the insolvency procedures. We therefore avoid institutions in these countries as we do not want our clients to become part of the mass bankruptcy proceedings of any financial group.
We are regulated in Portugal by the ASF and in the UK by the Financial Conduct Authority.

For the British expatriate, financial planning will involve financial aspects in both the UK and Portugal. Therefore, a firm regulated to provide financial and taxation advice and management advice in these two countries can be the optimal situation for UK expatriates.

We are one of few advisory firms that possess such regulation and one of very few firms that are regulated in the country that we operate in.
We recommend many. With all, we conduct and continue to conduct our due diligence on each to ensure that these financial institutions are financially viable. Some of the financial institutions that we recommend have been in business a long time, one such UK company being established in 1742, 276 years ago. 

Contact


  • Av. José dos Santos Farias Lote 83/84, 8135-167 Almancil, Portugal
  • +351 289 392 484
  • info@privatefund.management
  • Weekdays: 9.30 am to 5.00 pm Private Fund Management is an authorised representative of Abana Lda, authorised and regulated by the Insurance and Pension Funds Supervisory Authority in Portugal (“ASF”) with registration number 412378472 and subject to limited regulation by the Financial Conduct Authority (“FCA”) number 597069. Private Fund Management is the trading style of Graceful Numbers Europe Limited, incorporated in the UK and is registered with Companies House, company number 11024888. Our address is 11 Axis Court, Mallard Way, Swansea, SA7 0AJ, UK.