skip to main content

Request your free introduction to an Investment and Wealth Management Specialist

Gain a better understanding of your investment and wealth strategy options with independent wealth management advice tailored to you. Request a free introduction and we’ll connect you to one of our trusted wealth management partners.

Simply provide us with your details using the form below to give us a better understanding of your situation and objectives to help is select the most suitable partner from our in our network.

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

To request an introduction, please provide details about the investment advice you are seeking

Request your free introduction to an Investment and Wealth Management Specialist - specialist advice

Specialist investments advice

Our independent experts are qualified to assist with the nuances of the unique investments and financial planning considerations for people living abroad.

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

Request your free introduction to an Investment and Wealth Management Specialist - what you get

Free initial consultation

Our hand selected independent investments expert will offer an initial free consultation lasting around 15 minutes to provide trustworthy answers to your general questions.

If you need further assistance, a more detailed discussion can be arranged which will incorporate a in-depth fact-find regarding your situation and risk analysis.

Request your free introduction to an Investment and Wealth Management Specialist - trusted advice

Tailored investment advice

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.

Experts for Expats has been featured in...

23% of British expats set to sell UK property - 23% of British expats set to sell UK property - 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
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 Times - Thousands of retiring Britons vote for Brexodus - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - 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

Testimonials

What expats say about our experts

The referral by Experts for Expats led me to a couple of advisers that provided exactly what I required. The adviser clarified what would be best for me as an individual with limited understanding of pension transfer implications and confirmed that I was correct in stepping away from what had been put in front of me by previous cold-callers.

Mark S.

Pensions introduction in North America