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Finance and Wealth Finance and Wealth

Finance and Wealth Management Introductions

Our network of trusted independent financial advisors and wealth managers are fully qualified and licensed to provide you with high quality financial advice, however complex.

Our partners offer unparalleled levels of customer service which, combined with their experience in expat financial matters, will help ensure you make better financial decisions and grow your wealth to meet your financial goals.

Experts for Expats has been featured in...

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
The Telegraph - The surprising places British expats can earn the most - click to see article
We Checked And, Yes, Harry And Meghan Will Have To Pay Tax - We Checked And, Yes, Harry And Meghan Will Have To Pay Tax - click to see article
The Guardian - Brexit: how the new rules will change your visits to the EU - 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

Testimonials

What expats say about our experts

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

Great service that connects you to people who can help to cut through complicated issues.

Sandy D.

Pensions introduction in United States

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

Easy to use website, fast response, excellent consultation. Expecting to use consultant to assist with preparing SA100 whilst I'm abroad.

Paul S.

Statutory Residence Test introduction in United Kingdom

To be honest the service has been exceptional and the Experts for Expats partners have been very good in their response and help so far. I’d definitely recommend your web service.

Michael M.

UK Tax Return introduction in United Kingdom

I would just like to thank you very much for putting me in touch with a specialist in your network. He was an enormous help to me and seemed to have a good understanding of my situation and was able to address my questions very adeptly and very quickly. I spoke with him last week and it was really helpful, as was his follow-up email.

Patricia M.

Split year treatment, UK tax return introduction in Switzerland

A very knowledgeable consultant gave me a thorough explanation of the issues involved, which was extremely helpful.

Warren B.

UK/US Tax introduction in United Kingdom

Excellent service, well managed, timely and followed up to ensure being serviced. Very good experience.

Ian M.

Investment Advice introduction in Qatar