Steve Thompson, Fee-Based Adviser in Portugal, Chartered FCSI, ALIBF, DipPFS, CertPFS(DMSec), EFA in

Steve Thompson, Fee-Based Adviser in Portugal, Chartered FCSI, ALIBF, DipPFS, CertPFS(DMSec), EFA

Commander · DISC type D
Independent Financial Advisor at Julian Harris Adviser Networks
📍 Portugal

Steve Thompson is the Founder and CEO of Atlas Bridge Wealth, specializing in providing tax-smart financial planning for successful UK families relocating to Portugal. A Chartered Fellow (FCSI), he focuses on simplifying cross-border wealth management, including pensions, investments, and residency under an EU-regulated framework.

He is a published author passionate about improving financial literacy, particularly for younger generations. Steves varied interests also include pioneering organizations like NASA, indicating an appreciation for innovation and exploration beyond the financial sector.

Unique Fact: Steve wrote the book “Freedom Starts With A Fiver” to make personal finance accessible and actionable for everyone.

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Experience
33 Years
Current Role
Independent Financial Advisor
Job Level
Leadership
Location
Portugal
Personality Overview

How Steve shows up

Decisive
Risk-Taker
Strong-Willed

They like to act fast and expect others to do the same. They are very proud of what they do. They like to be in a position where they can control the conversation and terms.

Priorities

Topics Steve cares about

Portugal Relocation
He specializes in helping UK expats move to Portugal, creating guides like "The Portugal Relocation Playbook" to simplify visas, tax, and banking.
Cross-Border Wealth
His firm was founded to address the financial complexities UK families face when their assets, pensions, and investments span more than one country.
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Career

Work history

2-2026
Independent Financial Advisor
Julian Harris Adviser Networks
10-2025
Founder & Chief Executive Officer
Atlas Bridge Wealth
6-2025
Published Author
Amazon Kindle Direct Publisher
2-2025 - 10-2025
Partner | Financial Planner
StJamesGlobal
11-2023 - 2-2025
Head of Africa & Regional Sales ME
Investors Trust
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1-2000 - 2023
Level 6 Chartered Fellow of the CISI
The Chartered Institute for Securities & Investment (The CISI)
1-2015 - 1-2022
Level 4 Diploma
Chartered Insurance Institute
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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