Matt from Fiduciary Wealth Management shares how his team can help Brits relocate to Portugal and have their financial health in its best shape. From the best tax options including NHR, how to manage your investments through to ensuring future beneficiaries are taken care of.
Find out more at https://expatsportugal.com/business-directory/fiduciary-wealth-management/
*CHAPTERS*
0:00 - Intro
2:45 - How does Fiduciary help their clients?
4:00 - Assisting people to get their finances in order before they relocate
4:40 - Information for Brits post Brexit
5:30 - Get a second opinion about the financial advise you have already got
10:00 - Fiduciary are looking for long term, relationship based clientele
12:10 - Getting prepared to move to Portugal financially
14:15 - Obtaining your NHR
16:40 - It's never too early nor too late to talk about your finances
22:40 - Total relocation services
26:00 - Contact FWM for a financial overview
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