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 extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.
In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.
It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.
Joanne E.
Pensions introduction in United States
Contact was fast. Initial consultation was informative and helpful. The consultant was very personable, listened to my questions and was thoughtful and thorough in his responses. In a forum such as this, the consultant must convince the client that they are trustworthy and knowledgeable; The consultant I spoke with did that!
Lucy P.
Pensions introduction in United States
Very impressed with the speed of both Robert and the consultant I was connected to. The consultant definitely had good knowledge of the space and was very professional.
Andrew B.
Double tax relief introduction in United Kingdom
A highly professional yet friendly interaction which addressed my concerns about my CGT liability and helped me reassess the criteria used as basis for calculating the amount due. Very happy with the service.
Howard P.
Capital Gains Tax introduction in Ireland
The whole process has been conducted in a timely and professional manner. We feel that our recent issues with our taxes in Spain are being addressed and we are currently feeling optimistic of a satisfactory outcome.
John C.
Spanish Tax Planning introduction in Spain
Quick response, and follow up from the connection that was made - which was professional and trustworthy
Sarah B.
Uk Tax Return introduction in Netherlands
I appreciated the whole Introductory process. It was fast, efficient (lots of feedback) and professional. My query was answered by the recommended company within the 15 minute time frame. I have kept the accountant's name and contact details on record for future reference. This was a great way to locate a professional from a long way away. I am sure I will use the company again in the future.
Gail B.
UK Capital Gains Tax introduction in South Africa
Super quick and provided all the advice I needed - my experience completely exceeded my expectations. Particularly useful service when you’re an expat without all the contacts and understanding that you take for granted in your home country.
Rachel B.
UK Tax Return, Double tax relief claim, Inheritance tax and estate planning introduction in United Kingdom