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.
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 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.
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.
Additional services following the initial discussion.
Once your introduction has been made, the selected partner will contact you to arrange an initial discussion and may ask additional questions to establish your situation. The discussion will last around 15 minutes and be conducted via phone or email and will provide you with general guidance and answer basic questions relating to your situation.
Following your initial discussion, if you feel you need formal advice or services the specialist will explain all potential charges and services so that you can decide whether to proceed based on what works for you.
There is no sales push and you are under no obligation to follow up with any paid services if you feel they are not required.
