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.