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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...

The Telegraph - The surprising places British expats can earn the most - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
The Guardian - The older expats facing poverty – thanks to Brexit and frozen pensions - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - 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

I was quite pleasantly surprised to have received a response pretty quickly from Experts for Expats after placing the request. The response from the Consultant also was very quick.

I am very satisfied with the advice given by the consultant, which has helped me to find an efficient way to handle my issue. Therefore it was an excellent referral made by Experts for Expats based on my unique circumstances.

Ranil P.

UK Tax Return introduction in United Kingdom

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

The advice was clear and tailored for my personal situation. I was very impressed at the level of detail. Your advisor is clearly very knowledgable. Although I have no immediate need for assistance, I will certainly reach out when the time comes. Many thanks once again.

Matthew D.

UK Capital Gains Tax introduction in United States

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.

Capital Gains Tax introduction in Singapore