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Expat Financial Advice

Connect to a fee-based, independent financial advisor

Get a better understanding of your investment and financial planning options while living abroad with independent financial advice tailored to you.

Request a free introduction to a trusted, fee-based independent financial advisor from our trusted network. We’ll pair you with the most appropriate advisor based on your specific needs, helping you get your finances in order for a better life and home and abroad.

 

Connect to a fee-based independent financial advisor

Experts for Expats has been featured in...

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 Guardian - Brexit: how the new rules will change your visits to the EU - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
The Observer - How to relocate overseas - click to see article
Saga - Want to retire in the EU? What could the future hold for you? - click to see article
We Checked And, Yes, Harry And Meghan Will Have To Pay Tax - We Checked And, Yes, Harry And Meghan Will Have To Pay Tax - click to see article

Expat Financial Advice help and advice

As an expat, your financial position is often more complex and there many things to consider. Our guides and articles draw on the experience of our independent financial advisors experts. They are designed to help you create a successful financial plan and build an investment portfolio ensuring your meet your financial goals.

If you’re looking for more specific advice, simply request a free consultation with a financial advisor consultant, hand-selected from our network to match your needs.

What expats say about our experts

I was impressed with the speed of service and the warm and friendly nature with which it was delivered. I will probably need paid advice in the near future depending upon circumstances

Peter J.

UK Tax Matters introduction in United Kingdom

I would just like to thank you very much for putting me in touch with a specialist in your network. He was an enormous help to me and seemed to have a good understanding of my situation and was able to address my questions very adeptly and very quickly. I spoke with him last week and it was really helpful, as was his follow-up email.

Patricia M.

Split year treatment, UK tax return introduction in Switzerland

I highly recommend The service provided by Experts for Expats. They were quick, efficient and extremely helpful. I got all the answers I needed.

Jacinta G.

UK tax return introduction in Greece

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

Ian M.

Investment Advice introduction in Qatar

A quick response and very happy with the consultant that was recommended

Jill P.

Investment Advice introduction in United Arab Emirates

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 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 needed guidance in transferring our UK pensions into a SIPP. Very difficult to find unbiased information from google searches and it was gratifying to be referred to an expert via Experts for Expats. Very useful and clear help both on the website and from the consultation we had.

Mike H.

Pensions introduction in United States