Eduardo Ferreira Simoes CFP™ Chartered MCSI is an international financial planner and private wealth adviser specialising in globally mobile executives, entrepreneurs, business owners and high-net-worth families.

His clients often have financial lives that extend across several jurisdictions — living in one country while holding pensions, investments, businesses, property or family interests elsewhere.

Eduardo helps bring these moving parts together into one coherent wealth strategy. His work includes international wealth planning, cross-border investment management, retirement and pension planning, tax-efficient structuring, business-owner wealth, liquidity planning, succession and intergenerational wealth.

Rather than treating investments, pensions, residency and business interests separately, Eduardo takes a holistic approach, coordinating where necessary with specialist tax, legal and accounting professionals so that decisions made in one jurisdiction complement the wider financial plan.

He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered MCSI and holder of the CISI Level 7 Diploma in Financial Planning. He studied at the University of Bath and placed second in the 2026 CISI CFP Professional of the Year award.

Eduardo also writes and speaks on financial planning, international wealth and the future of the profession, including speaking at CISI events.For UK-regulated advice, Eduardo operates through Julian Harris Adviser Network Limited, authorised and regulated by the Financial Conduct Authority.