Copyright © 2014 Luso Financial Planning Terms and Conditions

Luso Financial Planning is a trading name of C A Lee - Licensed and regulated insurance broker authorised by the Instituto de Seguros de Portugal under Nș 309310621 for life and non-life insurance business and pension funds. With pasporting rights to operate in Romania under Freedom to Provide services. Click on the relevant regulator icon for more information

Luso Financial Planning is a completely independant financial advisory firm offering specialist advice for expatriates and international clientele resident in Portugal. We work with well known and prestigious financial institutions both onshore and offshore to provide our clients with products and services tailored to  specific needs and objectives.

Our advice and services include Protection Insurance, Investments, Savings and Pensions, Estate Planning, Tax Planning, Mortgage & Loan facilities available from national and international banks & Insurance Companies