Welcome to Joseph Oliver
What we do
Since 1987 we have assisted individuals, companies, charities, and associations to achieve their financial ambitions in the UK, Portugal, Spain, Sweden and around the globe with bespoke financial solutions. By developing effective synergies with prestigious partners. Our success lies in the close partnerships we develop with our clients. We are proud of the fact that we serve three generations of a family. We never forget that your wealth is exactly that – yours. Our belief is there are opportunities for you and the people you care about, opportunities that we can facilitate.
As an independently owned company we do not have any ties to investment or retail banks or other financial institutions. We provide a bespoke and dedicated solution to your objectives. Our objective is to help create, preserve and grow our clients assets and wealth. Managing the wealth in the the most tax efficient manner and providing solutions to passing on that wealth that you have worked hard to create. You have unique financial aims and objectives. You may wish to preserve or enhance your existing wealth, or generate new wealth. The best investment opportunities are only the best if they are best for you. We offer a flexible range of wealth management services designed to evolve with you through the different stages of your life – all accessed via innovative and award-winning technology.
Real Estate and Financial Advice that speaks your language
Portugal has further increased its attractiveness to investors by introducing a special tax scheme for non-habitual residents, which provides a favourable tax regime for individuals transferring their tax residence to Portugal. We can take you through every part of the process. And because this is all we do, you know you've got genuine expertise working on your behalf. Our highly personalised approach, experience in assisting clients and our clear understanding of the specific needs of international business and expatriate clients, drawn from our own international origins, make us the ideal organisation with which to progress with.
Our aim is to make it easy for you to access your money, irrespective of where you are based in the world. If you are looking for a superior, flexible banking and award-winning service which delivers a uniquely personal experience, then we have the answer. We never forget that your wealth is exactly that – yours. Integrating your banking and wealth management needs via a single point of contact across a vast range of financial services, creates a seamless, cost-effective package which will save you time and simplify your administration.