Looking for trusted, English-speaking investment consultants in Lisbon? Locallista connects you with vetted local professionals, ranked by reviews, not by who pays the most. Create a free account to see who they are, read real reviews, and get in touch.
Latest reviews for investment consultants in Lisbon
Real, phone-verified reviews from the expat community.
10
Sergey
Funchal, Oct 2025
I’ve known Lilia for years and she helps us with documents in Portugal. With her we got residence permits for two people, handled our investment things, applied for citizenship, and she showed me the way to exchange my rights so I got an EU license. My wife’s VNG card took a very long time - more than three years - because the documents were probably lost, but thanks to Lilia and her company we won court cases and finally received it, and we understood the delays were the system, not her. She is young but very professional, polite and competent, we ask her about tax law and legal questions all the time, and while the service is not the cheapest, the work is not elementary and it has been worth it.
10
Annette
South Dakota, Mar 2025
Michael helped me figure out how to invest a small amount I didn’t want to see disappear. He listened, gave sound advice on different types of investments, and when we talked about me buying some silver, he wasn’t pushy - he just explained it and let me decide. Over the years he’s been easy to reach, quick to get back to me despite the time difference, and he’s even shared ideas to help me grow my massage business. Pricing felt fair and I’ve been very well pleased with everything, no complaints.
9
Sergei
Lisbon , Oct 2025
I hired her to prepare and translate my documents for submission to the Portuguese services, and she went with me to the NGO department to file everything. In the end everything worked out and I’m satisfied, and later she even helped me get a mortgage at the bank - thanks to her we got it. Communication and timing weren’t always fast, they have a lot of work and sometimes don’t answer quickly, but she’s polite and I trust her. The price felt a bit higher than the market, but overall it was good.
How much do investment consultants cost in Lisbon?
Real price ranges from the jobs our vetted investment consultants actually do. Prices updated August 2026
Investment strategy
How much does investment advice cost in Lisbon?
Advisers are typically paid a percentage of the assets they manage, or a flat advice fee. Ask which, and what it is, before handing anything over.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Retirement and pension planning
How much does pension planning cost in Lisbon?
Often percentage-based. Cross-border pensions are the common newcomer question.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Financial planning
How much does financial planning cost in Lisbon?
Priced as a fixed fee for a plan, or folded into an ongoing percentage.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Risk assessment
How much does an investment risk assessment cost in Lisbon?
Part of onboarding rather than a separate charge.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Fund and stock selection
How much does fund selection advice cost in Lisbon?
Part of a managed service rather than sold alone.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Wealth management
How much does wealth management cost in Lisbon?
Percentage-based, usually with a minimum portfolio size.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Portfolio management
How much does portfolio management cost in Lisbon?
A percentage of assets under management, charged annually.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Portfolio review
How much does a portfolio review cost in Lisbon?
Sometimes a one-off fixed fee, sometimes free in the hope of managing the money.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
ESG and sustainable investing
How much does sustainable investing advice cost in Lisbon?
A mandate preference rather than a separate service, priced the same way.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Expat and cross-border investing
How much does cross-border investment advice cost in Lisbon?
The relevant specialism here, and worth confirming the adviser is registered in Portugal.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Property investment advice
How much does property investment advice cost in Lisbon?
Sometimes fee-based, sometimes commission from a developer. Ask which.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Tax-efficient investing
How much does tax-efficient investing cost in Lisbon?
Advice priced as part of planning; coordinate it with a tax consultant.
Basis
percentage of assets managed
Or
a fixed advice fee
Ask for
the fee in writing before starting
Frequently Asked Questions
What expats want to know before hiring investment consultants in Lisbon.
Are there English-speaking investment consultants in Lisbon?
Yes, and more do as the expat community grows. The hard part is knowing who is reliable before you book, so every one we list is reviewed by other expats who have actually used them.
What should I check before hiring investment consultants in Lisbon?
Read recent reviews, be clear about exactly what you need, and agree the scope and an estimate in writing before any work starts. For anything regulated, check they hold the right credentials for the job.
What is the most important thing to know before booking?
Be clear about what you want and get the price and scope agreed up front, so there are no surprises. Reading other expats' reviews is the quickest way to find someone who does the job well and communicates clearly.
What should I avoid when hiring investment consultants in Lisbon?
Avoid paying the full amount up front (a deposit can be fair), anyone who will not give a clear quote, and unusually cheap prices that get padded with extras later.
How do I explain what I need if my Portuguese is limited?
A photo, a short video or a written list does most of the talking, and the professionals we list are used to international clients. Booking an English-speaking one takes the stress out of it entirely.
How do you say investment consultants in Portuguese?
In Portuguese, investment consultants are usually called consultores de investimento. That is the word to search for or to ask a neighbour, though many professionals here are used to the English term too.
How do I find investment consultants I can trust in Lisbon?
Check the reviews and any credentials before you book. On Locallista the reviews are phone-verified and the ranking is based on real expat experience, not who paid the most.
