Avenida 25 de Abril 1011, no.50,
Adviser Platform creates and distributes best of breed insurance products. Each year since our incorporation in 1988 has brought solid growth and new possiblities in international insurance. Regulated in Portugal and authorised in many jurisdictions including the UK 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 companies, Trusts and sophisticated people 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 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.