Spotlight on...
British expats living abroad often find the standard of financial advice available is very different to the UK, where financial advisors are required to operate under the watchful eye of the UK regulators, the Financial Conduct Authority.
We’ve spoken to hundreds of expats since 2012 who have received poor financial advice normally as a result of unsolicited sales approaches.
As a result, we created our report into The State of Financial Advice for British Expats to highlight the unique financial challenges faced by expats and provide insight into how you can seek trustworthy financial advice.
Read our summary of the report, which includes insight and essential tips for expats, and provides a general overview of the current state of financial advice as experienced by British expats around the world.
If you are seeking financial advice from independent financial advisors we have a range of resources and articles available including a free introduction service which will connect you to one of our trusted partners.
Request introduction to a trusted independent financial advisor >
I learned a lot from the consultant, including very simple things like what inflation is! He explained things very clearly and did not mind explaining simple things. I feel very well informed about all my options after talking to him. Thank you
Rosanna K.
Investment Advice introduction in United States
Your service has been extremely helpful as an expat it isn’t always easy to know where to get the level of service needed for more complex situations. Thank you so much.
Cathy O.
Wills introduction in United Kingdom
Response was quick and the advice given in 15 minutes was concise, understandable to a layman and useful. I also liked the fact there was no hard sell for follow up paid consultations. As much advice as possible was given in the time frame with a simple "get back to us" if you want to take it further in the future. Excellent service with no pressure to commit. As a result, when I do need to need their paid support, I'll have no hesitation.
Gary R.
UK Capital Gains Tax introduction in Singapore
I was connected with a tax professional with expertise in the area I required quickly. The were very well informed and eased my concerns, providing a very high level of service
Erica S.
Statutory Residence Test introduction in United Kingdom
Great service that connects you to people who can help to cut through complicated issues.
Sandy D.
Pensions introduction in United States
Exceeded my expectations because of this I feel confident to use fee paying services. Thank you.
Matthew E.
Capital Gains Tax introduction in New Zealand
The consultant was very helpful and I will definitely reach out when needed. Plus I would highly recommend to others.
Ella F.
FATCA introduction in United Kingdom
We needed guidance in transferring our UK pensions into a SIPP. Very difficult to find unbiased information from google searches and it was gratifying to be referred to an expert via Experts for Expats. Very useful and clear help both on the website and from the consultation we had.
Mike H.
Pensions introduction in United States
