MARK ELLIS | Senior Partner
Mark Ellis is a seasoned financial advisor who specialises in providing financial services to international expats in Portugal. He currently serves as a Senior Partner at AI Wealth in Barcelona, Catalonia, and holds the positions of Director at Mortgages 4 Portugal and Insurance 4 Portugal.
Mark began his career in financial services in 2001 with PIC (Europe) S.A., where he served as the Portugal Branch Manager for 20 years. His extensive expertise includes financial advice, mortgage and insurance advice for expats, personal tax planning, investments, retirement planning and wealth management.
Mark’s commitment to guiding individuals and businesses toward financial security and success is evident in his diverse skill set and industry experience. His CII Award in General Insurance (Non-UK) (W01) from the Chartered Insurance Institute, further underscores his professionalism. Mark’s tailored solutions align with clients’ goals and aspirations, ensuring their financial well-being in Portugal.
Contact MarkWhy I can help
I believe that tailored financial advice is essential for expats in Portugal and fundamental for ensuring long-term financial stability.
Experience
25 years
Certifications
CII (Award)
Location
Algarve, Portugal
Availability
Remote or in person
Skills & Abilities
Mortgage advice
Insurance advice
Retirement planning
Wealth management
Need Help?
AI Wealth is dedicated to helping expats like you achieve financial success. Download our complementary guides now.
Meet the team
Fluent in both Spanish and English, Roger’s diverse skill set and extensive experience of expat insurance services make him a pivotal figure at AI Wealth
Mark's entrepreneurial spirit and deep understanding of the financial services landscape have enabled him to excel in all areas of financial services
With a robust background in financial services, Ryan excels in assisting private clients, companies and organisations with their financial planning needs
Mark Ellis is a seasoned financial advisor who specialises in crafting highly personalised solutions that align with his clients’ goals and aspirations
An accomplished expert in all aspects of investment management, Colin specialises in crafting tax-efficient investment solutions for international expats
Steve’s extensive experience and deep understanding of the challenges faced by the international expat community make him a valuable asset to the AI Wealth team
As an International Wealth Manager, Joe is dedicated to developing comprehensive financial plans to help high-net-worth clients achieve their financial aspirations
Emma's extensive experience in financial services has been instrumental in expanding the firm’s reach and enhancing its service offerings throughout Europe
Fluent in both English and French, Stephen is well-equipped to serve AIW's diverse clientele; offering bespoke financial solutions to meet their fiscal needs
Simon's diverse skill set and industry experience enable him to provide bespoke financial strategies to ensure the financial well-being of AI Wealth's clients
Daren is veteran digital consultant responsible for enhancing AI Wealth’s online presence and ensuring that AIW remains at the forefront of digital transformation