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Finance, investments and pensions

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Request your free introduction to a fee-based financial advisor

Our free introduction service will connect you with a hand-picked independent financial advisor that can help with your financial planning, investments and retirement plans.

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Experts for Expats has been featured in...

The Observer - How to relocate overseas - click to see article
The Telegraph - The surprising places British expats can earn the most - click to see article
The Guardian - Brexit: how the new rules will change your visits to the EU - click to see article
Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - Are you a British expat whose bank account is being closed due to Brexit? Here's what's happening and what you can do about it - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article

Testimonials

What expats say about our experts

The consultant who contacted me was extremely helpful and went out of her way to get advice from someone else to answer my particular question.

Elizabeth S.

Pensions, QROPS introduction in United Kingdom

It’s good... a good experience - I got just what I was looking for and needed/wanted

Richard T.

UK Tax Matters introduction in United Arab Emirates

There is lots of really useful information with real-life examples on the website. When you need specific advice from an expert the process is simple and very quick. My consultant dealt with my unusual situation well and it was reassuring to know that my tax return was being dealt with by an expert. Follow ups were done to ensure I was happy with the consultant. Everything was handled very professionally.

Rosie M.

UK Tax Return introduction in Botswana

Very good service, easy to use, straightforward, very generous appointment with excellent advice. Will certainly come back when time is right to take action.

Terrhi H.

Inheritance tax and estate planning introduction in United Kingdom

I am very pleased with the speed and quality of information I received from Expert from Expats. It’s wonderful to have all information you need in one place, thank you for providing this service. You will never noticed how much research you need to do until you are in an expat situation and this website offers all you need.

Marcela B.

UK Tax Return introduction in United Kingdom

It became clear from the quality of the checks and the early exchanges that I could be confident in the expertise. Indeed I received valuable information and advice.

Louis AvG.

Statutory Residence Test introduction in United Kingdom

In my particular case the referral was very speedy., the advisor was very confident, had relevant qualifications and knowledgeable about the legislatives framework and the in relevant jurisdiction and products was clearly up to date with a good fit

Neil B.

Pensions introduction in Australia

As an expat who has been living outside the UK for 30 years, it was reassuring to speak to a representative of your company who seemed to have his clients interest at heart, especially when the client has no expertise in finances and investment.

Phil. C.

Pensions introduction in France