Certified Financial Planner

Mike Shannon

Specialist in offering investment, pension, and insurance solutions for clients with cross-border financial complexities.

Mike Shannon is a Certified Financial Planner with over 20 years of experience in the financial services industry specialising in offering investment, pension, and insurance solutions for clients with cross-border financial complexities.

Recent case studies

All case studies
€14M
Saved in Tax

Family Office and Private Banking Solutions for High-Profile Couple

Find out how David and Laura, a high profile couple, were supported with their family office and private banking needs.
5.8%
Tax rate

Ensuring Long-Term Financial Security for a Wealthy Expat in Portugal

Find out how Beacon Global Wealth Management support an affluent expat with personalised investment planning and tax optimisation strategies.
47%
Increase in Business Revenue

Optimising Business Value for Canadian Entrepreneur in Portugal

Discover how David and the team supported a Canadian entrepreneur expand into the European market as well deal with complex tax structuring and regulatory compliance.
+351 289 126 772
Buganvilia Plaza 1, Quinta Do Lago,
Almancil, 8135-024 , Loule , Portugal
Company
HomeAboutCase StudiesBlogContact
Solutions
Pensions & Inheritance PlanningPersonalised Investment PlanningU.S. Connected Citizen SolutionsOptimising Entrepreneurial WealthStructured Planning For Private WealthFamily Office & Private Banking
Legal
PrivacyCookiesNexus Global/ ComplaintsEnvironmental, Social & Governance (ESG)
2024 Beacon Global Wealth Management ©