DAP Financial Services

Financial planner Cascais, DAP Financial Services provides financial planning and wealth management guidance for the expatriate community in Portugal. The firm takes a comprehensive approach to global financial assets, with attention to tax efficiency, wealth creation and capital preservation.

Services include financial and relocation planning, investment advice, retirement planning, UK and offshore pensions, estate planning, Portuguese residency and taxes, and planning during and after NHR. It can also support people in the UK who are preparing to move to Portugal.

Advice is described as independent, unbiased and based on each client’s needs, goals, tax position, investment timescale, risk attitude and preferences. DAP Financial Services works on a whole-of-market basis rather than promoting one provider or product.

The business offers a personal, bespoke service and a complimentary initial consultation to understand a client’s circumstances and requirements. Its advice is regulated under MiFID and IDD, while UK qualifications and standards are also adhered to.