Rua de Sao Pedro 282,
Adviser Platform Lda is responsible for the creation and distribution of best of breed insurance policies. Since our incorporation in 1988 each year has brought solid growth and new possiblities in international insurance.
Adviser Platform Lda, operates in Portugal, and we are determined to provide a highly personal service, wherever our clients reside.
We provide face to face advice and we specialise in meeting the financial needs of people, Trusts and companies who have created more capital or earn higher incomes than average and whose circumstances are therefore more complicated than usual.
Most clients want a trusted adviser to understand and explain the relevant issues, and propose appropriate action.The strength of our relationship and level of satisfaction among clients and partners may be judged by the fact all new clients come to us as a result of word of mouth recommendations from existing clients, lawyers, accountants, investment houses and financial institutions.
As we progress we will continue to work hard to introduce more technology as well as new and intelligent ways to provide greater opportunities for all our clients and partners.
Our partners provide a vital role in providing a wholistic approach to the provision of wealth management. It is essential they maintain their independence and impartiality while remaining accountability for the results.