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International Financial Planning & Insurance services in Portugal for you your family and your business

About Us

Luso Financial Planning is a completely independent financial advisory firm established for over 20 years offering specialist advice for international clientele, and businesses resident in Portugal. We work with well known and prestigious financial institutions both internationally and locally based to provide our clients with Portugal compliant products and services tailored to specific needs and objectives.

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Our advice and services include Tax Planning, Investment Planning, Savings and Pensions, Estate Planning, Mortgage & Loan facilities available from national and international banks & Insurance Companies

Our Services

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News & Updates

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Luso Financial Planning - With over 20 years experience advising and serving international clientele and the expatriate community in all matters financial and insurance in Portugal, working with national and international Banks, Asset Managers and Insurance Companies. No other financial advisory firm is better placed to provide impartial & bespoke financial advice in Portugal.

Luso Insaurance Agents & Luso Financial Planning are trading names of Christopher Alexander Lee - Licensed and regulated insurance broker authorised by the Autoridade de Supervisão de Seguros e Fundos de Pensões under Nº 309310621 for life and non-life insurance business and pension funds. Registered stockbroker and investment product adviser with the Institute of banking Ireland NºL18189. Privacy Policy  . Terms & Conditions 
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