EDUARDO FERREIRA SIMOES
Chartered MCSI
International Wealth Planner
OIL PROFESSIONALS
RETIRE 3 YEARS EARLIER¹
AND STOP YOUR £300K+ PENSION UNDERPERFORMING BY 3% P.A.²
Using proven, FCA-regulated and FSCS-protected advice by a CFP™ combining smart tax wrappers, investment strategy, employee benefits and holistic planning to protect Oil & Energy professionals' long-term security and unlock greater prosperity.
¹Study conducted by Standard Life.​
²Estimated increase is based on a £10,000 investment, graph is for illustrative purposes, the value of your investments could go up or down. The value of financial advice is based on data provided by Vanguard.
Why choose me?
✅ Highly Regulated & Postgraduate Qualified
Regulated by the FCA. Certified Financial Planner™ & Chartered MCSI — trusted expertise at the highest level.
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✅ Oil & Energy Wealth Specialist
Experienced with clients that work for companies like Shell, Chevron, Exxon, and more, understanding key strategies unique to individuals like you.
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✅ Fee Transparency & Cost Efficiency
No high-fee models — just competitive pricing with a commitment to either lowering your overall costs or delivering significantly greater value.
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✅ Truly Holistic Wealth Management
Beyond investments — comprehensive planning across tax, estate strategies, and financial security tailored for affluent and HNW individuals.
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The non-financial benefits
✅ Clarity & Strategic Direction
Wealth isn’t just about accumulation — it’s about making informed, confident decisions. With a tailored financial plan, you’ll gain clarity on your next steps and a roadmap designed for long-term success.
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✅ Freedom from Financial Stress
High-net-worth individuals often face complex financial challenges. My expertise simplifies decision-making, giving you the confidence to focus on what truly matters— whether it’s family, philanthropy, or lifestyle aspirations.
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✅ Enhanced Financial Intelligence
Working with a specialist means more than just portfolio management. You’ll gain a deeper understanding of tax efficiency, investment structures, and wealth preservation strategies tailored to your specific needs.
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✅ Control & Confidence in Wealth Preservation
Your wealth should serve you, not the other way around. Through proactive financial management, you’ll have full control over your assets while ensuring your legacy is safeguarded for future generations.
How much are you overpaying in fees?
Use this simple tool to compare your current investment fees with our competitive structure and see how much you could save over time.
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Portfolio size must be at least £100,000.
Over 10 years, this could grow to an extra £X in your portfolio.
How it works
1. Answer a Few Questions
Share some details about your situation, it only takes a few minutes. Your information is confidential, encrypted, and stored securely by us.
2. We Prepare Your Report
If there is any value to add to your situation, we will go ahead and produce a free Retirement Snapshot, which will tell you how about your position in full.
3. Receive Free Retirement Report
I will produce a Free Retirement Report, entirely at my expense. This will include a how much you may hope to have at retirement, how much you need, and some steps that may be good to take.
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Have you helped Oil Executives in the past?Yes, I have helped Oil Executives from Shell, Exxon, Chevron, Saudi Aramco, BP, and many more, including with offshore contributory schemes, final salary schemes, and across various jurisdictions from North America to Asia.
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How much money do I need to invest with yourself?£250K is the minimum lump-sum investment. If doing monthly contributions, we'd expect a minimum of £5,000 per month contributed.
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What's the cost of your services?The beauty of our services is that they're at our expense, and free to you unless you decide to proceed with our advice. You get to 'test-drive the car' before committing to it. We provide a free initial consultation and will provide a full financial planning report at our expense detailing our professional advice. If you find that to be valuable, you can implement it, which we will do for you at the hourly rate displayed in our initial report. Our minimum fee is £5,000.
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I already have a Wealth Planner, why should I reach out to you?While most planners out there offer great servicing, some fall short. I take a holistic approach to managing your entire financial ecosystem, integrating tax strategies, estate planning and investment management to help you achieve long-term wealth preservation.
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Isn't Wealth Planning only for the super-wealthy?No. It is for anyone looking to optimise their financial position, minimise tax liabilities, and secure their assets. A great planner will always consider clients from all backgrounds. The truth, however, is that to provide an excellent service, planners dedicate countless hours and expenses to compliance, technology, ITT security, education, learning, and yourself, as a client, and thus the cost can be elevated.
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Can't I just manage my investments myself?Yes, of course you can. However, wealth planning is far above and beyond picking the right investments - and trust me, most people don't know how to invest half as well as they think they do. But wealth planning is fundamentally about the holistic management of tax efficiency, risk management, estate planning, succession, and much more.
Eduardo Ferreira Simoes is an adviser with Julian Harris Financial Consultants of Julian Harris House, Musgrove, Ashford, Kent TN23 7UN, who is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 153566. Our permitted business is advising and arranging Mortgages, Non-investment insurance contracts, investments and pensions. You can check this on the FCA’s Register by visiting the FCA’s website www.fca.org.uk or by contacting the FCA on 0800 111 6768.
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The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
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The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.