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

Overview

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.

Personality Overview

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.

Topics They Care 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.
Financial Literacy
Authored a book, "Freedom Starts With A Fiver, " aimed at demystifying money management and empowering younger generations to take financial control.

Media Appearances

Steve has no verified media appearances

Work History

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

Education

1-2000 - 2023
Level 6 Chartered Fellow of the CISI from The Chartered Institute for Securities & Investment (The CISI)
1-2015 - 1-2022
Level 4 Diploma from Chartered Insurance Institute

More Information

Social Presence :

Prographics :

Exp : 33 Location : Portugal Job Level : Leadership Designation : Independent Financial Advisor at Julian Harris Adviser Networks
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Insights For Selling To Steve Thompson, Fee-Based Adviser in Portugal,

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Refer to testimonials from well-known industry leaders
  • Hold your ground without indulging in one-upmanship

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don't try too hard to forge relationships with them
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve Thompson, Fee-Based Adviser in Portugal, is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Steve Thompson, Fee-Based Adviser in Portugal,

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Steve Thompson, Fee-Based Adviser in Portugal, move?

  • They can take decisions very fast if you manage to convince them.
  • Can Steve Thompson, Fee-Based Adviser in Portugal, take some risk or not?

  • The risks don’t matter much to them.

You And Steve Thompson, Fee-Based Adviser in Portugal,

Personality Compatibility


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