Financial Planning & Wealth Management
Services provided
Comprehensive Approach
Comprehensive Approach
Providing unbiased advice to the expatriate community on global financial assets to optimise tax efficiency, wealth creation and capital preservation.
Ask about:
- Financial & relocation planning
- Investment advice
- Retirement planning
- UK and offshore pensions
- Estate planning
- Portuguese residency and taxes
- Portuguese Non-Habitual Residence Regime (NHR)
Comprehensive Approach
Comprehensive Approach
Comprehensive Approach
You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
You can rest assured that advice you receive is regulated under the latest Markets in Financial Instruments Directive (MiFID) and Insurance Distribution Directive (IDD).
UK qualifications and standards are adhered to.
An investment philsophy based on an understanding of your tax position, investment timescales, attitude to investment risk and investment preferences.
Utilisation of investment services and products that are cost effective, tax efficient, compliant in the country you reside and also which you have previous ties or plan to move to.
Committed to Service
Comprehensive Approach
Committed to Service
A personal and bespoke approach to each and every client, with an emphasis on exceeding servicing standards and client expectations.
To find out how we can suggest long- and short-term strategies that will help you realise your financial goals please get in touch for a complimentary initial consultation.
Frequently Asked Questions
Please reach us at enquiries@dapfinancialservices.com
This is just a get to know each other session - to understand your situation, requirements and for you to learn more about us.
We will work with you to help you establish the right balance of risk to reward for your investments.
Potentially so, this depends on your existing arrangements and tax situation. We can analyse and put forward suggestions if appropriate.
Absolutely, being independent means we work with all major UK pension providers and offshore Trustees to provide advice on the right provider and pension structure for your needs. Often clients have lost touch with appointed adviser to pension schemes or now that the're living in Europe UK adviser remit doesn't allow the service to continue. We have a full regulated pensions license in the EU.
Absolutely not, advice you receive and financial products advised on is independent and unbiased. This means we don't work with any one particular financial provider, but instead on a 'whole of market' basis. We have official arrangements with most major providers globally which means there is no 'bias' or a one 'one solution fits all' approach.
Making the move to Portugal requires well advanced planning. Get in touch as soon as so we can we can start your road map.
No, however our preferred FX broker is GC Partners - FCA regulated, competitive rates and great service. If this is what you are looking for please follow the link: https://contact.gcpartners.co/7240
No, however we work with a number of reputable accountancy firms who we could put you in touch with.
Ping a message over explaining your concerns, if we can not help there may be other companies we can suggest.