Free 30m financial planning DISCOVERY CALL at Atlas Bridge Wealth

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Updated 24 Feb 2026
1 Jan – 1 Jan 2027
Free Consultation/Service Quarteira
559 2 2

About this promotion

Book your 30 minute Free Consultation

These calls are a relaxed first step designed to give you clarity on your cross-border position — whether you’re planning a move to Portugal, already here, or thinking about a return to the UK.

In the session, we’ll get a clear picture of what you have, what you’re trying to achieve, and any obvious gaps or risks that could catch you out (often around pensions, residency timing, reporting, investments, and family planning).

The outcome: you leave with a simple summary of your current position, the key priorities, and a practical “next steps” plan, including what you can action yourself and where professional support may be needed.

Promotion Details
Active now
1 January – 1 January 2027
How to Redeem
Terms & Conditions

Regulatory Disclaimer (Europe)

Atlas Bridge Wealth provides cross-border financial planning and consultancy services. Where regulated investment or insurance distribution services are required, these are provided by appropriately authorised firms, and Atlas Bridge Wealth may introduce clients to those firms for formal advice and/or implementation (as applicable).

Non-EU business (where permitted):
Regulated investment advice and/or insurance brokerage services (where applicable and permitted in the relevant jurisdiction) are provided via Financial Services Network Ltd, regulated by the Mauritius Financial Services Commission (Licence No. C116016070). www.fsn-ltd.com

EU business (where permitted):

Insurance distribution services are provided via NFS Insurance Advisors, Agents and Sub Agents Ltd, regulated by the Insurance Companies Control Service (ICCS) (Licence No. 5689). NFS Insurance Advisors, Agents and Sub Agents Ltd is authorised to introduce business to NFS Network Financial Services Ltd, which is regulated and authorised under MiFID by the Cyprus Securities & Exchange Commission (Licence No. 328/17). www.nfs-insurance.com

UK regulatory disclosure (Julian Harris - UK):
Steve Thompson is Registered Individual of Julian Harris Financial Consultants, which is authorised and regulated by the Financial Conduct Authority (FCA No. 153566). You can check this on the FCA Register.

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