Ricardo Pereira

Private Client Manager

Ricardo Pereira is a Private Client Manager who joined Blevins Franks in 2020. He is experienced in cross-border wealth management for high-net-worth clients and providing holistic financial planning advice.

Following the completion of his Economics and Finance degree, Ricardo started his career at an independent financial advice firm in London. He attained his Chartered Financial Planner status with the Chartered Insurance Institute (CII), which is widely accepted as the ‘gold standard’ qualification, and is an Associate Member of the Personal Finance Society (PFS).

Ricardo was born in London after his family moved there from Portugal. With dual nationality, a background in UK finance and a lifetime of summer vacations spent visiting family in Portugal, relocating there as a Private Client Manager has been a perfect fit. He is fluent in both English and Portuguese and is supported by our in-house tax, pensions, and investment specialists to deliver the best possible outcomes for clients. He is also a Committee Member of the Blevins Franks Charitable Foundation, which strives to provide a significant and measurable impact to local charities, good causes, and even individuals that are in need of help.

Ricardo enjoys keeping physically fit and active. However, it is mainly the people, the sunny climate and the culture that drew him to Portugal. In his downtime, he enjoys food and drink with his family and friends, and exploring the beautiful places that Portugal offers.

Ricardo is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services Authority. He is a member of the Chartered Insurance Institute (CII).

Office/s: Cascais

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Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. Blevins Franks France SASU (BFF), is registered with ORIAS, registered number 07 027 475 to provide advice in France and other EU countries in line with its [IDD] passporting permissions, and authorised as ‘Conseil en Investissements Financiers’ and ‘Courtiers d’Assurance’ (register can be consulted on www.orias.fr). Member of ANACOFI-CIF. BFF’s registered office: 1 rue Pablo Neruda, 33140 Villenave d’Ornon – RCS BX 498 800 465 APE 6622Z. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier and L512-6 and 512-7 du Code des Assurances (assureur MMA). BFFM, BFWML, BFF and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML, BFF and BFFM for respective use in the EU and UK.

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