About

I provide independent financial planning and wealth management services for expatriates living in Portugal and Spain. My work focuses on helping international clients make smart, tax-efficient decisions about their savings, investments and retirement income.

I began my career in Dublin, Ireland, where I earned a diploma in financial services, before moving to Spain to work with international clients. In 2024 my family and I settled in the Algarve, Portugal. This background allows me to combine European qualifications with practical experience of the financial challenges expatriates face when living abroad.

My services include:
– Retirement and estate planning for cross-border families
– Tax-efficient investing using Portuguese and Spanish compliant investment bonds
– Pension transfers and structuring for expatriates
– Golden Visa investment strategies
– Wealth protection and inheritance planning across multiple jurisdictions

I am the trusted financial adviser for ExpatsPortugal.com and a regular contributor to SUR in English, where I write about wealth management and tax planning for the international community. My goal is to simplify complex financial regulations and help clients protect and grow their wealth while remaining compliant in their new country of residence.