EDUARDO FERREIRA SIMOES
Chartered MCSI
International Wealth Planner
What I Offer
Learn more about the services I can provide you.
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.
​Disclaimer: The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance. Tax treatment is based on individual's unique circumstances.
Wealth Planning
Empowering you to achieve your financial goals by crafting tailored strategies to build, grow, and preserve your wealth for generations. Your success, secured.
Business and Individual Protection
Safeguard your future with solutions designed to protect your income, family, and business from unexpected challenges. Be prepared for every possibility.
Pension and Retirement Planning
Ensure a worry-free retirement with personalised plans that maximise your savings, optimise risks, and align your finances with the lifestyle you deserve.
Tax Minimisation
Keep more of what you’ve earned. I design tax-efficient strategies that maximise your wealth while adhering to all legal frameworks.
Investment Management
Navigate the markets with confidence. We optimise your portfolio with strategic, low-cost investments tailored to your ambitions, optimising risk while maximising growth.
Estate and Inheritance Tax Planning
​Preserve your legacy and protect your heirs. Our planning ensures your wealth is transferred efficiently, reducing tax liabilities and securing your family’s future.
The Art of the Long View
In an Age fixated on immediate gains and myopic thinking, I believe in an unwavering commitment to long-term wealth management. I have a steadfast belief in securing enduring financial legacies ensures that your prosperity transcends generations, fostering a legacy of stability and abundance.
