Private Fund Management is an independent financial advisory firm, not connected to any third party financial institution. We are not an international or pan European company, but instead a local family orientated office, with approachable friendly members of staff. We are dedicated to rigorous and unbiased research with a relentless focus on excellent client service.
We DO NOT operate sales teams or employ "commission driven" advisers, as our staff are salaried. We rarely recommend commission paying products as our services are rendered on a fee basis.
We offer independent financial advice, and specialise in Wealth Management, Investments, Pensions, Overseas Pension Transfers, QROPS, and Taxation. We are based in the Algarve, Portugal.
We are directly authorised and regulated in Portugal by the ASF, and in the UK by the FCA. Since financial planning often involves both the UK and Portugal, a firm regulated to provide wealth management advice in these two countries can be the optimal situation for British National expatriates.
We value transparency and clarity, together with an ethos of integrity, confidentiality, and security. We take pride in offering "bespoke" financial structures and arrangements, together with a tax mitigation services, for Spain and Portugal.