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Expat Financial Advice

British expats living abroad often find the standard of financial advice available is very different to the UK, where financial advisors are required to operate under the watchful eye of the UK regulators, the Financial Conduct Authority.

The State of Financial Advice for British Expats

We’ve spoken to hundreds of expats since 2012 who have received poor financial advice normally as a result of unsolicited sales approaches.

As a result, we created our report into The State of Financial Advice for British Expats to highlight the unique financial challenges faced by expats and provide insight into how you can seek trustworthy financial advice.

Read our summary of the report, which includes insight and essential tips for expats, and provides a general overview of the current state of financial advice as experienced by British expats around the world.

Speak to a financial advisor you can trust

If you are seeking financial advice from independent financial advisors we have a range of resources and articles available including a free introduction service which will connect you to one of our trusted partners.

Request introduction to a trusted independent financial advisor >

Download the report

Download the report

File size: 2.3 MB

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Testimonials

What expats say about our experts

Very impressed by speed of response and the quality of the advice given. I will use the consultant's services in the future without a doubt.

Ian W.

Statutory Residence Test introduction in Spain

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

Quick efficient and friendly - answered my question re tax status for my dual US/UK National daughter

Liz H.

Tax introduction in United Kingdom

Looking for a tax expert with knowledge of both the US and UK as my circumstances changed was quite daunting. Experts for Expats made it easy - and found me an excellent, knowledgable consultant. 

Simma G.

US/UK tax matters introduction in United Kingdom

I'm very wary of website operations (particularly when it comes to government liaisons). But after a check-up on 'Experts for Expats' I decided to take the plunge. Since then I've been very pleased with the professional connection I was offered and the straight forward way it was presented.

Although I've not a lot of experience with this specialized type of service, I can say that if there's a better one on offer they had better be pretty f*cking good.

Michael C.

US Tax Matters introduction in United Kingdom

The free consultation was so good. I feel guilty for not paying for it since my needs were in the end not complex enough to require paid for follow-up. When my circumstances change I will definitely use the consultant again.

Miles P.

Spanish Tax introduction in Belgium

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

It became clear from the quality of the checks and the early exchanges that I could be confident in the expertise. Indeed I received valuable information and advice.

Louis AvG.

Statutory Residence Test introduction in United Kingdom