List of financial advisors and consultants in Portugal
Updated 2 July 2020
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1. Disclaimer
The Foreign, Commonwealth & Development Office (FCDO) provides lists of service providers for information only, to assist UK nationals who may need support overseas. This list is not exhaustive, and is subject to change at any time. None of the service providers are endorsed or recommended by the FCDO. You should research whether a service provider will be suitable. The FCDO does not accept any liability arising to any person for any loss or damage suffered through using these service providers or this information.
2. List of financial advisors and consultants
| Name | Firm name | Telephone | Address | Regions served | Areas of Expertise | British Nationals | Regulatory Body |
|---|---|---|---|---|---|---|---|
| Simões Lourenço | Simões Lourenço II - TOC Lda | +351919986590 | Rotunda Cruz de Portugal Edificio Colina 8300-135 Silves, Algarve, Portugal | Lisbon and the South regions | Bankruptcy; Family; Health; Immigration | Yes | Yes |
| Alan Beaney | RC Brown Investment Management PLC | +351212961237 | 17 Rua das Buganvilas, Herdade da Aroeira, Charneca da Caparica, 2820-554 | All regions | Health | Yes | Yes |
| Raoul Ruiz Martinez | Eurofinesco | +351289561333 | Rua do Sol, 4 8200-448 Guia | All regions | Bankruptcy; Corporate; Criminal; Employment; Family | Yes | Member of APECA |
| Gavin | Blevins Franks Financial Management Ltd | +351289350150 | Edif. Ansifi EN125, 8100-316 Loulé, Portugal | Algarve, Lisbon, Madeira, Porto | Corporate; Employment; Family | Yes | Yes |
3. Feedback
If you decide to use any of the service providers on this list, we would like to hear from you. While there is no obligation on your part to provide feedback on the services you receive, any feedback you can give us is helpful. You can send feedback by using our online feedback form, or in writing to:
British Consulate Lisbon
Rua de São Bernardo 33
1249-082 Lisboa
Portugal
Telephone +351 21 392 4000
Use our contact form for consular enquiries:
www.gov.uk/contact-consulate-lisbon