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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...

The Guardian - The older expats facing poverty – thanks to Brexit and frozen pensions - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article
The Guardian - Brexit: how the new rules will change your visits to the EU - click to see article
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 Observer - How to relocate overseas - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article

Testimonials

What expats say about our experts

The consultant who contacted me was extremely helpful and went out of her way to get advice from someone else to answer my particular question.

Elizabeth S.

Pensions, QROPS introduction in United Kingdom

It became clear from the quality of the checks and the early exchanges that I could be confident in the expertise. Indeed I received valuable information and advice.

Louis AvG.

Statutory Residence Test introduction in United Kingdom

Quick and first consultation free without commitment in case you didn’t find it useful. Avoids having to search for experts online that you may/may not trust.

Leila G.

Double Tax Treaty introduction in Germany

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

Ian M.

Investment Advice introduction in Qatar

Knowledgeable in all the areas I had questions on, spent the time to go through all my questions which gave me a lot to think about and what options I should consider. Followed up with email outlining what we had discussed. Very professional.

Belinda B.

Investment Advice introduction in United States

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

Very good advice, very professional and knew the subject matter in depth.

Ian M.

Pensions introduction in United States

Looking for a tax expert with knowledge of both the US and UK as my circumstances changed was quite daunting. Experts for Expats made it easy - and found me an excellent, knowledgable consultant. 

Simma G.

US/UK tax matters introduction in United Kingdom