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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...

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
The Times - Thousands of retiring Britons vote for Brexodus - 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
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
Saga - Want to retire in the EU? What could the future hold for you? - click to see article

Testimonials

What expats say about our experts

Quick efficient and friendly - answered my question re tax status for my dual US/UK National daughter

Liz H.

Tax introduction in United Kingdom

I had the most comprehensive advice when compared to other potential providers. The session was the length required for my enquiry - not limited to 15 minutes. The advice included elements I could do myself, ie at no fee. Various options I wasn't aware of were raised and explored.

Caroline T.

Common Reporting Standard introduction in United Kingdom

We have been struggling with the complexity of the immigration process to the UK. Experts for Expats referred us to a tax accountant who was very responsive and in just a few minutes clarified many of our questions and gave us some peace of mind regarding at least that part of the process. We are very pleased and will continue to use the site and the referred accountant as we continue to navigate the process.

Lolin G.

Cross border tax planning introduction in United States

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

Ian M.

Investment Advice introduction in Qatar

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

What is so good about the advisor you pointed to is that he has extensive knowledge of both France and the UK, so he understands the financial set-up in both countries. I also liked him immediately when we met on Zoom for the first time. He grasped my situation and my priorities very quickly. If I have any reservation it is that he didn't always acknowledge and respond to my emails, but I do know that this is a crazy time for advisors with the Brexit deadline.

Alison D.

Assurance Vie introduction in United Kingdom

I found the initial response from both Experts for Expats and the Consultant to be excellent. Since I am already abroad the consultant arranged the consultation via Zoom. It proved possible to resolve my issue within the initial consultation. It was however apparent that the consultant has the necessary knowledge to assist further if this becomes necessary. In that case I will not hesitate to contact the same consultant again.

Ian B.

Statutory Residence Test, UK Tax Return introduction in Tanzania

My issue is complex so a decision re filing is contingent upon consultation with HM taxes here in the UK. Your consultant was excellent .

Patricia W.

US/UK Tax introduction in United States