Specialist Services

Managed Investment Account - Cash Flow Planning - Money Management - Investment Fees Analysis

Managed Investment Account

The Managed Investment Account is a personalised bespoke investment account for investors seeking flexibility and liquidity. The account is the most flexible investment in Portugal, using the well respected investment companies to manage your investments, with the lowest investment management fees.

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Cash Flow Planning & Financial Management Plan

Cash flow planning is an analysis of your financial data for assessment taking into account lifetime events. From the analysis, you will get an easy to understand financial management plan to retirement and thereafter. The most accurate and essential expat financial planning report.

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Invest Clever Client Service

We consider that the most important element is the investment management of your money. We review your investment portfolio on a monthly basis. Other financial firms will review investment funds every 6 or 12 months, thus identifying problems or value damage "too late in the day".

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Investment Charges Assessment

Investors often have financial products with high charges, often more than 3% per annum. We analyse all investment management fees for pensions, investment bonds, QROPS and more. We then assess as to how these charges and fees impede your investment valuations in a detailed report.

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