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Update: Please be aware that despite the Coronavirus (COVID-19) pandemic, we are operating as usual and our partners will be conducting initial consultations online and by telephone.

Request a free introduction to an independent financial advisor

Gain a better understanding of your investment and wealth strategy options while living abroad, with independent financial advice tailored to you. Request a free introduction and we’ll connect you to one of our trusted independent financial advisors.

Simply fill in the short form below to give us a better understanding of your circumstances and the help you may need. We’ll use this information to connect you to the most suitable independent financial advisor in our network.

Helping you make smart choices for a better life at home and abroad.

  • Your situation
  • Investment details
  • Contact details
  • Request completed

To request an introduction, please provide details about the investment advice you are seeking

Request a free introduction to one of our trusted investments specialists

Our introductions are a personalised, high quality service that connects people to our panel of trusted experts, each qualified to provide tailored advice and guidance.

With the help of our experts you can be sure that you will receive the help you need to make smarter decisions about your investments and financial planning.

Investments expert - expat investment advice

Specialist investments advice

Our independent experts are qualified to assist with the nuances of the unique investments and financial planning considerations for people living abroad.

Whatever your requirements, our experts will be able to help.

Investments expert - investment consultation

Claim your free consultation

Our hand selected independent investments expert will offer an initial free consultation lasting around 15 minutes to provide trustworthy answers to your general questions.

If you need further assistance, a more detailed discussion can be arranged which will incorporate a in-depth fact-find regarding your situation and risk analysis.

Investments expert - investment advice you can trust

Tailored investment advice

All of the experts in our network are selected through a rigorous selection process and are hand selected based on the information you provide.

No automation, no robots, no algorithms. Just tailored advice you can trust. 

Additional services following the initial discussion.

Once your introduction has been made, the selected partner will contact you to arrange an initial discussion and may ask additional questions to establish your situation. The discussion will last around 15 minutes and be conducted via phone or email and will provide you with general guidance and answer basic questions relating to your situation.

Following your initial discussion, if you feel you need formal advice or services the specialist will explain all potential charges and services so that you can decide whether to proceed based on what works for you.

There is no sales push and you are under no obligation to follow up with any paid services if you feel they are not required.

Experts for Expats has been featured in...

Saga - Want to retire in the EU? What could the future hold for you? - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
The Guardian - The older expats facing poverty – thanks to Brexit and frozen pensions - click to see article
The Observer - How to relocate overseas - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
MailOnline - A third of British expats would like to move back to the UK and 40% admit they are homesick... but they will stay abroad for a better quality of life - click to see article

What expats say about our experts

It's an excellent resource. Swift initial response. Quickly connected to a consultant afterwards and my questions were answered. It was a relief and I would definitely use the service again should anything else arise.

Zoe B.

UK Tax Return, Statutory Residence Test introduction in United States

I was shocked after years of traveling to come across such a professional organised group. There are no hard sells only professional advice, when I make my next move I will follow up with them.

Michael M.

Portuguese Non-Habitual Residence introduction in Singapore

Having very little idea about my tax and personal finance obligations as a potential expat, both the information provided on the website and the advice I received from the consultant during the consultation was extremely helpful in answering my key concerns.

Jason D.

Tax introduction in United Kingdom

Great Service! I was worried that I would be opening myself up to endless marketing emails and calls. This was not the case at all. A thoroughly professional service.

Paul E.

US/UK dual tax matters introduction in United States