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Finance and Wealth Finance and Wealth

Finance and Wealth Management Introductions

Our network of trusted independent financial advisors and wealth managers are fully qualified and licensed to provide you with high quality financial advice, however complex.

Our partners offer unparalleled levels of customer service which, combined with their experience in expat financial matters, will help ensure you make better financial decisions and grow your wealth to meet your financial goals.

Experts for Expats has been featured in...

The Times - Thousands of retiring Britons vote for Brexodus - click to see article
23% of British expats set to sell UK property - 23% of British expats set to sell UK property - 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
Saga - Want to retire in the EU? What could the future hold for you? - 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
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

Testimonials

What expats say about our experts

It's an excellent resource. Swift initial response. Quickly connected to a consultant afterwards and my questions were answered. It was a relief and I would definitely use the service again should anything else arise.

Zoe B.

UK Tax Return, Statutory Residence Test introduction in United States

The consultant was very helpful and I will definitely reach out when needed. Plus I would highly recommend to others.

Ella F.

FATCA introduction in United Kingdom

Excellent service and follow up. Would definitely recommend

James P.

Spanish Tax Planning introduction in United Arab Emirates

It was a fast and efficient service and put me in touch with a professional who was able to give the advice I was looking for.

Connor P.

UK CGT introduction in United States

I learned a lot from the consultant, including very simple things like what inflation is! He explained things very clearly and did not mind explaining simple things. I feel very well informed about all my options after talking to him. Thank you

Rosanna K.

Investment Advice introduction in United States

To be honest the service has been exceptional and the Experts for Expats partners have been very good in their response and help so far. I’d definitely recommend your web service.

Michael M.

UK Tax Return introduction in United Kingdom

The consultant was incredibly helpful, and even suggested some thoughts / ideas I had not considered - I will be using his services once I move.

Leighton A.

Australian Tax Matters introduction in United Kingdom

The service was very fast, efficient and high quality from start to end. The consultation was very helpful and there was no sales push.

David B.

UK Capital Gains Tax introduction in Luxembourg