Phil is an EU level 5 and UK level 4 qualified Financial Adviser (IFA)

He is an Associate member of the CISI which is The Chartered Institute of Securities & Investments.

“As an investor myself who subsequently established and sold several companies, I became increasingly frustrated with my own financial advisers. Driven by a passion to maximize my portfolio in a safe and secure way I moved into the financial advisory industry myself”

Phil Morris

What you can expect:

  •  Fully regulated and professionally indemnified advice
  •  A focus on the particular needs of expatriate professionals based in Portugal and the EU
  •  Expertise that includes intimate knowledge of the UK pensions industry and strategic tax positioning
  •  Fully confidential approach

 Whether you are a high-net-worth individual looking to invest a large lump sum, or have a more modest  savings goal in mind; Phil is extremely confident that the solutions he could introduce represent a competitive and compelling proposition.

Client nationalities include Belgians, Canadians, Germans, Italians, Irish, Norwegians, Spaniards, Swedes, South Africans, Portuguese and of course fellow Brits.

 They are also living all over the world, not just in Portugal.

Please reach out in the following ways