Steve Thompson
@atlas-bridge-wealth
Member since December 20251 follower
Quarteira From United kingdom
Hi, I'm Steve, a UK-trained financial planner with 35+ years in the industry, now based in Portugal. I work with UK-connected families to make cross-border finances feel clear, calm and properly joined up , from pensions and investments to retirement planning and the timing of a move. Friendly, straightforward, and happy to help you understand your options without the jargon.
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Steve ThompsonElite
One of the questions we’re often asked early on is: “How do you charge?” It's a fair question, and a really important one. At Atlas Bridge Wealth, we follow UK private client standards and operate on a clear, fee-based approach. That means we don't chase product, commissions or anything else that doesn't put the client at the heart of what we do. We’ve set out our fee approach clearly here: www.atlasbridgewealth.com/fees We’ve also written a Financial Planning & Private Client Services Guide, which explains in more detail how we work with clients, what the planning process looks like, and where fees fit into that journey. Reach out to us today for an initial Discovery Call to see how we can help 👉www.atlasbridgewealth.com/book-expat-financial-consultation #FinancialPlanning #WealthManagement #PrivateClients #ExpatFinancialPlanning #UKExpats #PortugalExpats #SpainExpats #CrossBorderPlanning #RetirementPlanning #AtlasBridgeWealth