Free introduction to independent financial advisor for American expats
Financial planning tailored for American expats providing options for wealth management, investing and tax planning incorporating the complexities of international financial affairs that are unique the American nationals.
Simply complete the 3-step form below to give us a better understanding of your circumstances and the help you're seeking along with your contact information.
We will use this information to connect you to the most suitable fee-based advisor in our network, and you will receive confirmation of their details within 24 hours, including the option to receive a free consultation with the selected partner.
Fee-based financial advice
Our independent experts are qualified to assist with the nuances of the financial situation for American expats and will provide you with trusted independent advice.
Whatever your requirements, our experts will be able to help.
Free consultation included
Our hand selected independent financial advisor will offer an initial free consultation lasting between 15 and 30 minutes to provide answers to your general questions.
If you need further assistance, our partner will provide you with a formal proposal which will incorporate a in-depth fact-find, risk assessments and fee breakdown.
Tailored advice you can trust
All of the experts in our network are selected through a rigorous selection process and are hand selected based on the information you provide.
No automation, no robots, no algorithms. Just tailored advice you can trust.
What's included in your free introduction.
Once your introduction has been made, you will be invited to arrange a short discovery call to discuss your situations and answer some general questions. The call will last no more than 15 minutes and will be conducted via Zoom, Teams, WhatsApp or email - whichever is more convenient.
Please be aware that this discovery call will not provide you with free advice, but it will enable you to understand the services on offer and establish whether you would like to work with our partner in a formal capacity. It will also enable you to have some general questions answered, but nothing specific about your particular situation.
Following your discovery call, our partner will provide you with a proposal and fee quotation so that you can decide whether to proceed with formal services.
There is no sales push and you are under no obligation to proceed with any services.
