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Atlas Bridge Wealth Opiniões 

4
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TrustScore: 4 em 5

4,0

Empresa de planeamento financeiro
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Informações sobre a empresa

  1. Empresa de planeamento financeiro
  2. Consultor financeiro
  3. Instituição financeira
  4. Serviço de investimentos

Escrito pela empresa

Atlas Bridge Wealth helps individuals, couples and families make confident financial decisions when planning a move abroad, living overseas or preparing for retirement. Based in Portugal, we focus on British expatriates and internationally connected clients, particularly those moving to or living in Portugal and Spain. We help bring pensions, investments, retirement income and wealth succession considerations together into a clear, practical financial plan. We bring a UK private client standard of service to cross-border financial planning: personal attention, thorough preparation, clear explanations and a relationship built on trust. Our fee-based approach is central to how we work. We believe clients should understand what they are paying, what they receive and how our work supports their objectives. Transparent fees and putting the client front and centre are principles that shape our business, from the first conversation through to ongoing reviews. We start by listening to your circumstances, priorities and concerns. Whether you need a focused review or an ongoing financial planning relationship, our recommendations begin with what matters to you. Our work encompasses retirement planning, pension and investment reviews, cashflow analysis, family protection and estate planning considerations. Where specialist tax or legal advice is needed, we coordinate with our established network of professional advisers. Atlas Bridge Wealth does not provide tax or legal advice. Founded by Steve Thompson, a Chartered Fellow of the Chartered Institute for Securities & Investment with more than three decades of financial services experience, our business is built around personal relationships, accountability and care. Our purpose is simple: to put you at the centre of your financial plan and help you make informed decisions about your future.

Informações de contacto

4,0

Bom

TrustScore: 4 em 5

4 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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4,0

Todas as opiniões

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4 opiniões nos últimos 12 meses

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Classificada 5 em 5 estrelas

We have recently become tax residents…

We have recently become tax residents in Portugal, we had tons of questions about our UK pension income and how our investments would fit into our new life here.

We’re extremely grateful to Steve and Atlas Bridge Wealth for helping us make sense of it all. Steve pointed us in the right direction and connected us with the right tax specialists to work through the UK and Portuguese considerations.

We’ve been particularly impressed by his financial planning knowledge and the care he took to explain things clearly. Being investors, we really appreciate having someone who listens to our needs and goals and helped us see the bigger picture. Thank you, Steve, for all your help and care.

19 de setembro de 2026
Opinião espontânea
logótipo da Atlas Bridge Wealth

Resposta da Atlas Bridge Wealth

Thank you for your review and your kind words, David m.

Classificada 5 em 5 estrelas

Excellent service from Atlas Bridge…

Excellent service from Atlas Bridge Wealth. Professional, knowledgeable and very easy to deal with. Everything was explained clearly and in a straightforward way, particularly around financial planning in Portugal.

A very personal and reassuring service from start to finish. I would definitely recommend Atlas Bridge Wealth to anyone looking for financial advice in Portugal.

1 de setembro de 2026
Opinião espontânea
logótipo da Atlas Bridge Wealth

Resposta da Atlas Bridge Wealth

Thank you, Ally, that’s very kind.

Classificada 5 em 5 estrelas

Exceptional, trustworthy guidance

I cannot thank Steve at Atlas Bridge Wealth enough for his outstanding assistance throughout the process of setting up my investment bond. The
experience has been smooth, professional, and completely stress-free.Steve truly puts his clients first. He took the time to make sure every detail was handled correctly, which gave me immense peace of mind. Atlas Bridge Wealth operates with complete honesty, clear advice, and a transparent, fee-based approach that keeps the client’s best interest firmly in focus.It is rare to find this level of care and integrity. I am incredibly grateful for his support, and I will certainly be recommending Steve and Atlas Bridge Wealth to all my friends here in Portugal.

22 de setembro de 2026
Opinião espontânea
logótipo da Atlas Bridge Wealth

Resposta da Atlas Bridge Wealth

Thanks so much for your kind words, Debbie! It's been an absolute pleasure working with you.

Classificada 5 em 5 estrelas

Steven is top of his game

Steven is top of his game. Im moving from the UK to Portugal, and Steven has provided a great service and advice helping me get setup with all the factors I needed to consider from my Pensions, residency, capital gains considerations, how my savings and investments could be best handled. Very easy to work with and explains things in easy to understand terms. Also a thoroughly pleasant man to deal with. Highly recommended !

22 de setembro de 2026
Opinião espontânea
logótipo da Atlas Bridge Wealth

Resposta da Atlas Bridge Wealth

Thank you for your kind words.

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