Financials  Finely
  1. Investment Management
    Clients can expect tailored made advice, underpinned by a well-researched investment process, designed to deliver appropriate risk-adjusted returns.
  2. Tax Mitigation
    Careful planning of your tax arrangements is vital to ensure your finances are working for you in the most efficient way, to ensure that you are not overly paying too much tax.
  3. Pensions & Retirement
    With pension complexity and variety, we guide you through the process. We assess the most appropriate and tax effective solutions and pension withdrawal options.
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  1. Managed Investment Account Service
    A personalised investment account for the investor seeking liquidity and flexibility. No initial fees, no exit or redemption penalties, and no minimum investment term.
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We value transparency and clarity, offering an ethos to the expatriate which is unrivalled with integrity, confidentiality, and security.

We pride ourselves in offering "tailor made" investment, pension and retirement planning services, together with a tax mitigation service covering Income, Capital Gains and Inheritance taxes in the UK and other European jurisdictions.

The banking and financial services sectors have seen major storms of their own, leaving clients confused and wondering whom to trust. Against this backdrop, Private Fund Management offers a refreshing alternative. We combine integrity and experience with a global investment resource which is firmly focused on our aim to deliver a first class performance and client service.

We offer specialism to help manage your financial affairs, and​ we realise that each client is not the same. Whilst other firms offer standard "off the shelf" investment products with a "one size fits all" approach, we design bespoke and individually structured financial solutions to ensure that every client attains the optimum of financial due care and attention. 
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  1. L. Richards - Loule
    One of the best financial companies that I have dealt with to date. Honest, open, transparent and independent.
  2. B. Fillery - Alvor
    Friendly and efficient. Private Fund are a delight to work with and nothing is too much trouble. If you are a UK expat, you will need Private Fund to guide you.
  3. J. Davies - Vale do Lobo
    I have lived in Portugal a long time. I have been approached by many financial firms whilst here, always looking to "sell" investment products. PFM are different. They recommend what is right for you and offer options. Open, friendly and trustworthy.
  4. P. Christian - Lisbon
    Highly recommended. Seen the others, and there is no comparison. I now refer my friends. Need I say more?
  5. W. Leonard - Quinta do Lago
    We are extremely happy with the services provided. Have known the advisers there and been a client of theirs for several years, I would recommend them to anyone.
  6. L. Fields - Tavira
    Friendly and approachable. Exactly what I needed having only moved to the Algarve recently.
  7. Charles - Vilamoura
    PFM communication and reports were easy to understand. They translate financial jargon for you to understand. Always prepared to answer my queries clearly and honestly.
  8. F. Paige Jones - Lisbon
    PFM was recommended to me 18 months ago. They declared the costs and fees that my previous advisers were charging. I was astounded. They restructured my affairs and saved me over £7000 a year.
  9. David R - Quinta do Lago
    I did not expect to find a company who were prepared to spend so much time and effort. They helped me understand my pensions and tax. They guided me through the whole process and resolved so many issues. Thank you.