Savings and

Finding investment solutions to apply my savings

Investing in the future.

Preparing for the future should not be an isolated task. Each person’s personal circumstances, expectations, and objectives evolve with time, so finding the best savings and investment solutions requires the support of a specialised team. 


The only way to propose the best solutions is to eliminate conflicts of interest that prevent truly independent advice.

Helena Seruca

Coordinating Director

Best Customer Service Broker

Thanks for your trust!

Award of the exclusive responsibility of the entity that attributed it.


Our Savings and Investment vision

Our Savings and Investment vision is built with each clients objectives in mind, whether its saving for retirement, making an investment or increasing their financial wealth. What are your plans?

"Banco Carregosa has exceeded expectations, always willing to help its clients by resolving issues effectively and in a balanced manner, and providing timely, quick, and accurate information. At Banco Carregosa tradition hasn’t faded with time and is reflected in the overall notion that clients are one of the Bank’s most precious assets and the motivation that drives both its day-to-day activity and the Board’s strategic decisions."

José Portugal Pereira

Banco Carregosa client since 2018