Spotlight on...
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.
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.
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 >
The service was excellent. The work I needed done was complicated and beyond me. It was completed over the weekend before Christmas, and I received the first rebate from HMRC on Jan 2nd. I cannot recommend the consultant too highly!
Peter B.
UK Tax Return introduction in Spain
I had a very rapid response from both experts for expats & the partner & the information I needed was in the initial email & didn’t need further inquiries. But I was very impressed by their rapidity, expertise in giving me the necessary information. I will get in touch again if need be & will definitely give their references to others in need of such expertise!
Ann B.
UK Tax Return introduction in France
I don't normally recommend financial providers to anyone as it is so personal but if someone asked specifically for advice for Expats I would suggest they tried your website.
Liz S.
Investment Advice introduction in United Kingdom
Excellent service, well managed, timely and followed up to ensure being serviced. Very good experience.
Ian M.
Investment Advice introduction in Qatar
Response was quick and the advice given in 15 minutes was concise, understandable to a layman and useful. I also liked the fact there was no hard sell for follow up paid consultations. As much advice as possible was given in the time frame with a simple "get back to us" if you want to take it further in the future. Excellent service with no pressure to commit. As a result, when I do need to need their paid support, I'll have no hesitation.
Gary R.
UK Capital Gains Tax introduction in Singapore
I was positively surprised at how easy and honest the whole process was. There wasn't any pressure to pay for anything I didn't want to, or sign up for an ongoing relationship - just straightforward, honest advice. If only all advisory services were as smooth as this!
Alexander C.
Irish Tax introduction in United Kingdom
A really useful service, both prompt and precise.
Gareth A.
Uk Tax Return introduction in United Arab Emirates
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
