Eduardo Ferreira Simoes | International Wealth Planner Reviews 15

Eduardo has been extremely helpful from the moment I contacted him. He is very knowledgeable, fast in his responses and clear. Vast knowledge and excellent communication skills. Happy to have found him

Excellent Financial Advisor with a vast amount of knowledge and expertise.

I had a call with Eduardo last year to discuss my finance and possible options. He was very friendly and, after our first chat, came back with a number of ideas that could help me. I'd highly recommend him to anyone else.

I engaged Eduardo's service from outside the UK. As such Eduardo went out of his way to accommodate my schedule due to time difference. I also thank his EA, Amanda, in her efficient organisation of online meetings.
I particularly appreciated Eduardo's tenacity in chasing up my pension administrators to provide timely information so he could put together a report (free) and advantages / disadvantages of all the options.
I am impressed by his knowledge of pension & investment planning, which was of relevance to me.
I would highly recommend Eduardo.

Great communication and very helpful on all financial aspects. I highly recommend Eduardo.

Eduardo is very easy to work with. He is very professional, efficient and very quick to respond to requests. I would highly recommend.

Eduardo Simões is the Best in the Business!

Working with Eduardo Simões has been one of the smartest financial decisions I’ve ever made. As an international wealth planner, Eduardo combines deep expertise with a truly global perspective—he understands the complexities of cross-border finance like few others.
From the very first consultation, Eduardo took the time to understand my goals, lifestyle, and long-term vision. He crafted a personalized strategy that not only made sense but delivered real results.
What sets Eduardo apart is his integrity and genuine care for his clients. He’s incredibly responsive, transparent, and trustworthy. I always feel confident that my financial future is in safe hands.
Whether you’re an expat, entrepreneur, or simply someone looking to grow and protect your wealth internationally, I can’t recommend Eduardo highly enough.

Eduardo is a very knowledgeable wealth advisor who gave me an informative and insightful view of my assets both in the UK and the US. He was able to bring a lot of clarity to complex tax circumstances and give a long term look on the growth of my wealth.

He is very personable and professional and I enjoyed speaking with him very much.

I absolutely love the support Eduardo has given me! As an actuary, I appreciate detail-oriented solutions, and Eduardo exceeded my expectations. He provided clear, data-driven financial strategies, from optimising my UK pension to structuring tax-efficient investments. His depth of knowledge and personalised approach made me feel completely confident in my financial future. I highly recommend him to anyone looking for expert, tailored financial planning. Truly a fantastic CFP!

As a British-Moroccan retiree living in Morocco, I faced significant challenges accessing my Aegon pension, as they did not allow offshore bank payments. I was left with no choice but to transfer, and thankfully, I found Eduardo.

From the start, his transparency and fairness in fees reassured me, and his expertise was evident throughout the process. Not only did he successfully transfer my pension, but he also went above and beyond, crafting a comprehensive financial plan and withdrawal strategy that I had never even considered before. To my surprise, his analysis showed I could actually afford to spend more comfortably than I had initially planned - a rare and invaluable insight!

Additionally, Eduardo respected my religious values, ensuring my portfolio was fully Shariah-compliant, free of riba and aligned with ethical investing. His level of dedication is unmatched, and I am beyond grateful for his support. I highly recommend him to any expat facing financial complexities!

Eduardo has been able to provide detailed and tailored advice throughout my years working with him.

Not only is he always very accessible but he is also dependable. I am grateful to continue working with him to build for the future.

Given my career in the energy industry, in London, I have benefitted from convenient meetings in the capital and Eduardo caters well to the industry which is a rarity.

I’m a British expat living in Portugal, and Eduardo has been instrumental in helping me structure my wealth efficiently. He advised me on investing a lump sum into a tax-efficient bond, ensuring I pay minimal tax on my investment growth. Additionally, he transferred my UK pension into a low-cost International SIPP, reducing unnecessary costs while maintaining full flexibility.

Over the past three years, my portfolio has grown by over 38%, a performance I am extremely happy with. More than just investments, Eduardo offers true family office services, providing connections and expertise beyond finance. For example, I recently faced a real estate issue in Portugal, and thanks to his extensive network of solicitors and real estate professionals, he helped resolve it seamlessly.

Eduardo is a true professional, incredibly well-connected, and always delivers results. If you're a British expat looking for expert financial guidance, he is the person to go to!

I’m extremely impressed with Eduardo. His engaging, courteous approach is refreshing, and he always responds promptly. He explains complex ideas in clear, straightforward language that I can easily understand. His deep expertise in defined benefit pensions, global investing, and cross-border retirement planning is remarkable. The transparent fee structure and his unwavering focus on my goals set him apart.

Eduardo has been absolutely fantastic and has made my international SIPP process as a US citizen, residing in the US, with a UK pension, an absolute breeze! I first contacted Eduardo just before the holiday season and he was in touch with me the entire time - always kept me up to date, always turned things around extremely quickly - even doing calls later into his evening to accommodate my US location, and also squeezing me in for a morning call before I left for a trip to get the ball rolling.

I was completely unaware of my different status as a current US resident and Eduardo did a great job of explaining the process to me, making recommendations, guiding me through the paperwork, and truly making a process that could have been overwhelming a complete pleasure!

I am so, so happy that I was connected with Eduardo to guide me through this process so expertly! And even with the holiday period Eduardo kept everything moving so no time was lost.

I feel extremely well informed and much more knowledgeable about my pension investment after working with Eduardo than I did before.

I recommend Eduardo without any hesitation! He has been an absolute pleasure to work with and his upbeat, positive, naturally friendly & professional approach was a breath of fresh air!

Thank you Eduardo for being such a great adviser! Eduardo has a rare mix of skill set that allows him to share complex financial information in a way that is approachable and easy to understand!!

Thank you Eduardo!! Looking forward to our continued partnership!

I contacted Eduardo to help with structuring my pension plans and for advice on their future use abroad. From the outset, Eduardo provided efficient and excellent advice. Eduardo always explains everything clearly and helps with all the necessary paperwork, and I now have a fully structured pension portfolio. It is a pleasure to deal with him as he is always very supportive and helpful. I fully recommend Eduardo.