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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
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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 consultation.

If you decide you need further assistance or paid service after your free consultation has been conducted, all potential charges and services will be clearly explained so that you can make the decision to proceed or not based on what works for you.

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

Experts for Expats has been featured in...

The Observer - How to relocate overseas - 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 Times - Thousands of retiring Britons vote for Brexodus - click to see article
The Telegraph - The surprising places British expats can earn the most - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article

What expats say about our experts

The referral by Experts for Expats led me to a couple of advisers that provided exactly what I required. The adviser clarified what would be best for me as an individual with limited understanding of pension transfer implications and confirmed that I was correct in stepping away from what had been put in front of me by previous cold-callers.

Mark S.

Pensions introduction in North America

Super quick and provided all the advice I needed - my experience completely exceeded my expectations. Particularly useful service when you’re an expat without all the contacts and understanding that you take for granted in your home country.

Rachel B.

UK Tax Return, Double tax relief claim, Inheritance tax and estate planning introduction in United Kingdom

I highly recommend The service provided by Experts for Expats. They were quick, efficient and extremely helpful. I got all the answers I needed.

Jacinta G.

UK tax return introduction in Greece

I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.

Carl P.

Pensions and Brexit introduction in Spain