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How our introduction services work How our introduction services work

How our introduction services work

We provide introduction services to a carefully selected group of partners with expertise in tax, financial planning, estate planning, property services, mortgage applications, Wills among many other areas.

These consultants are some of the leading experts in their respective field and we’ve conducted due diligence on all of them to ensure they can be trusted to provide the highest quality of service.

Personal assistance from the start

These people help us create and update the articles on Experts for Expats with the intention of providing as much information as possible to assist people making their decisions.

However, we also believe that it is irresponsible to expect people to use online articles to make decisions about their lives. It is vital that people can have their questions answered by professionals, or receive professional, regulated advice if required.

Since 2012, we have helped over 60,000 people get answers to their questions, as well as providing access to tax and financial services.

Helping Expats Make Smarter Choices

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hand selected experts

Hand picked experts

We provide expats of all nationalities and backgrounds with a personalised service from the offset. Your request is always dealt with by hand and you will be introduced to an expert who best fits your needs.

No robots, no algorithms, no jargon.

Free introductory consultation

Once your expert has been selected, we will ask them to contact you by email enabling you to arrange a suitable time to conduct a free introductory consultation.

The consultation lasts between 15 and 30 minutes and is designed to offer high level guidance and answer your general questions.

free consultation couple
ongoing services

Formal advice and services

Following the free consultation, if you decide that you need formal advice or additional assistance from our expert, they will provide you with an overview of their services and details of any potential costs.

You are free to decide whether to proceed with any services or not, but there is never any obligation or pressure. 

If you proceed with any paid services, we receive a small payment from the advisor paid as an introduction fee.

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BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
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Telegraph - Retiring Abroad Article - We wanted one more adventure’ – the Britons who retired to their favourite holiday destinations - click to see article

Testimonials

What expats say about our experts

We needed guidance in transferring our UK pensions into a SIPP. Very difficult to find unbiased information from google searches and it was gratifying to be referred to an expert via Experts for Expats. Very useful and clear help both on the website and from the consultation we had.

Mike H.

Pensions introduction in United States

Just got me to the right person in the quickest possible time with the minimum of fuss and great follow-up.

Nicholas Y.

Canadian Financial Advice introduction in United Kindom

I was very impressed with the speed and quality of the communication and the amount of information I got in a 30-min consultation. There was no undue pressure on me to buy anything, and it was nice to be able to talk to someone who understood both the UK and US markets. I think this would be an excellent service for anyone with substantial pension pots, is unsure about leaving their money where it is or to transfer it to where they now live, and is looking for either just advice and help with admin or wants a full service. 

Helen C.

Pension transfer introduction in United States

The consultant who contacted me was extremely helpful and went out of her way to get advice from someone else to answer my particular question.

Elizabeth S.

Pensions, QROPS introduction in United Kingdom

There is lots of really useful information with real-life examples on the website. When you need specific advice from an expert the process is simple and very quick. My consultant dealt with my unusual situation well and it was reassuring to know that my tax return was being dealt with by an expert. Follow ups were done to ensure I was happy with the consultant. Everything was handled very professionally.

Rosie M.

UK Tax Return introduction in Botswana

Excellent service, well managed, timely and followed up to ensure being serviced. Very good experience.

Ian M.

Investment Advice introduction in Qatar

A very knowledgeable consultant gave me a thorough explanation of the issues involved, which was extremely helpful.

Warren B.

UK/US Tax introduction in United Kingdom

I was a bit skeptical, but everything was exactly as advertised, and the initial free consultation was excellent: the consultant evidently knew his stuff, and provided clear and comprehensive advice. I wouldn't hesitate to use Experts for Expats and the consultant again. 

Peter C.

UK Tax introduction in Morocco