Truly INDEPENDENT PLANNING
Chartered
FINANCIAL
ADVISER
MIFID II License
Located in Portugal, truly independant status and EU licensing, model and individually tailored solutions and transparent charges
+(351) 289 321 594
1234 Divi St. San Francisco, CA 23512
Loulé, Portugal
About us
Overview
We have quickly established a reputation for managing the wealth of our increasingly complex clients who can be resident and/or tax resident in at least one other country; they sometimes have children schooling in several countries and are constantly on the move. We take a global view and approach our demanding responsibilities through a dedication to ensuring each and every client is advised as to what best suits their individual and often complex needs.
Our unique approach to managing your wealth means you can rest assured that we will expertly navigate your financial options to provide you with the most suitable investments available in today’s increasingly complex financial world.
We understand you worked hard to build up your wealth and we will ensure that your wealth will work hard for you.
Since our establishment by our Senior Adviser, who is a Chartered member of The Chartered Institute of Securities and Investments, we have perfected our approach in providing a diversified and broad range of investment opportunities which are well researched and personally selected by our exceptionally talented investment professionals and partners.
In short, Ingenium Financial prides itself on being able to provide truly independent, EU regulated, fee based, transparent and high value advice.
Know more
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Since 1965
About Us
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