Claudia Moreira Mendes

A qualified financial planner holding Certified Financial Planner® and Associate (ASCI) designations, managing and providing holistic cross-border financial advice to globally mobile clients, specialising in tax and investment solutions for individuals across a number of jurisdictions, such as South Africa, Portugal and the UK.

My core value of commitment and passion for financial planning, drives me to provide the most appropriate solutions for my clients with the aim of building their wealth.

In my personal capacity, I aspire to live a balanced life by being active, spending time with family, travelling and being outdoors.