skip to main content

Free introduction to independent financial advisor for American expats

Financial planning tailored for American expats providing options for wealth management, investing and tax planning incorporating the complexities of international financial affairs that are unique the American nationals.

Simply complete the 3-step form below to give us a better understanding of your circumstances and the help you're seeking along with your contact information.

We will use this information to connect you to the most suitable fee-based advisor in our network, and you will receive confirmation of their details within 24 hours, including the option to receive a free consultation with the selected partner.

  • Your situation
  • Investment details
  • Contact details
  • Request completed

Request your free introduction to a fee-based independent financial advisor

Free introduction to independent financial advisor for American expats - specialist advice

Fee-based financial advice

Our independent experts are qualified to assist with the nuances of the financial situation for American expats and will provide you with trusted independent advice.

Whatever your requirements, our experts will be able to help.

Free introduction to independent financial advisor for American expats - what you get

Free consultation included

Our hand selected independent financial advisor will offer an initial free consultation lasting between 15 and 30 minutes to provide answers to your general questions.

If you need further assistance, our partner will provide you with a formal proposal which will incorporate a in-depth fact-find, risk assessments and fee breakdown.

Free introduction to independent financial advisor for American expats - trusted advice

Tailored advice you can trust

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. 

What's included in your free introduction.

Once your introduction has been made, you will be invited to arrange a short discovery call to discuss your situations and answer some general questions. The call will last no more than 15 minutes and will be conducted via Zoom, Teams, WhatsApp or email - whichever is more convenient.

Please be aware that this discovery call will not provide you with free advice, but it will enable you to understand the services on offer and establish whether you would like to work with our partner in a formal capacity. It will also enable you to have some general questions answered, but nothing specific about your particular situation.

Following your discovery call, our partner will provide you with a proposal and fee quotation so that you can decide whether to proceed with formal services.

There is no sales push and you are under no obligation to proceed with any services.

Experts for Expats has been featured in...

The Times - Thousands of retiring Britons vote for Brexodus - click to see article
23% of British expats set to sell UK property - 23% of British expats set to sell UK property - click to see article
Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - click to see article

Testimonials

What expats say about our experts

Exceeded my expectations because of this I feel confident to use fee paying services. Thank you.

Matthew E.

Capital Gains Tax introduction in New Zealand

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

Sandy D.

Pensions introduction in United States

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

I was really impressed with the whole service from start to finish. Many thanks indeed for making things happen, particular thanks to Laurence who really made us feel comfortable and gave us great advice. Additionally, he passed on contacts for us which we have been able to use and will continue to do so. Thank you to the whole team

Sue K.

Capital Gains Tax introduction in Australia