EDUARDO FERREIRA SIMOES
Chartered MCSI
International Wealth Planner
My Commitment by the Numbers
Over 97% of My Clients Stay With Me - A Testament to My Service.
Committed to Responding Within 24 Hours - Your Queries Are Always a Priority.
Trusted by Clients in Over 20 Countries, with Advice Tailored to UK Residents.
MY STORY
I began my wealth management career studying at the University of Bath and am now a CFP™ and Chartered MCSI specialising in international wealth planning. As an immigrant from Portugal now residing in the UK, I’ve had the privilege of helping clients across 25+ countries, including the USA, UK, Portugal, Spain, Luxembourg, UAE, and Saudi Arabia. My mission is to help clients achieve financial freedom, live their dream lifestyle, and leave a wealthy legacy that outlives their name. I pride myself on being a trusted professional who ensures every loophole is utilised, designing financial planning strategies once reserved for billionaires accessible to my clients.
Unlock a World of Exclusive Advantages
An Easy, Streamlined Process
1. Apply
Apply to work with me today, and I will get back to you within 24h with a response.
2. Discovery
We book a 1h15 initial consultation, where we discuss your current position and future goals.
3. Research
After our meeting, I go do all the necessary research and compile a Wealth Report for you.
4. Solution
We then meet again to discuss my findings and professional recommendation.
5. Implementation
If you are happy with everything, I will begin implementing the advice given to you.
How You Benefit From My Services
1
Gain Complete Clarity Over Your Wealth
Understand exactly where you stand - see what’s working, uncover any shortfalls, and know precisely what needs improvement. I provide you with a clear, actionable pathway to financial success, giving you the confidence to make informed decisions.
2
Proactive and Ongoing Counsel to Stay Ahead
With ongoing support and proactive adjustments, we ensure your wealth strategy evolves with changes in markets, tax regulations, and your own priorities. You’ll always be several steps ahead, no matter what.
3
Secure and Preserve Your Wealth for Generations
Your wealth deserves unwavering protection with strategies designed to mitigate risks and ensure long-term preservation. We focus on securing your assets against uncertainty—maintaining your financial legacy so you and your family can thrive without fear of loss.
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Have you helped Oil Executives in the past?Yes, I have helped Oil Executives from Shell, Exxon, Chevron, Saudi Aramco, BP, and many more, including with offshore contributory schemes, final salary schemes, and across various jurisdictions from North America to Asia.
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How much money do I need to invest with yourself?£250K is the minimum lump-sum investment. If doing monthly contributions, we'd expect a minimum of £5,000 per month contributed.
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What's the cost of your services?The beauty of our services is that they're at our expense, and free to you unless you decide to proceed with our advice. You get to 'test-drive the car' before committing to it. We provide a free initial consultation and will provide a full financial planning report at our expense detailing our professional advice. If you find that to be valuable, you can implement it, which we will do for you at the hourly rate displayed in our initial report. Our minimum fee is £5,000.
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I already have a Wealth Planner, why should I reach out to you?While most planners out there offer great servicing, some fall short. I take a holistic approach to managing your entire financial ecosystem, integrating tax strategies, estate planning and investment management to help you achieve long-term wealth preservation.
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Isn't Wealth Planning only for the super-wealthy?No. It is for anyone looking to optimise their financial position, minimise tax liabilities, and secure their assets. A great planner will always consider clients from all backgrounds. The truth, however, is that to provide an excellent service, planners dedicate countless hours and expenses to compliance, technology, ITT security, education, learning, and yourself, as a client, and thus the cost can be elevated.
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Can't I just manage my investments myself?Yes, of course you can. However, wealth planning is far above and beyond picking the right investments - and trust me, most people don't know how to invest half as well as they think they do. But wealth planning is fundamentally about the holistic management of tax efficiency, risk management, estate planning, succession, and much more.