United States

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.

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. 

Quick response, and follow up from the connection that was made - which was professional and trustworthy 

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.

I had my consultation with Stephanie, who was really polite and friendly. She listened to my circumstances and analyze it. She also clarified the misunderstandings from my side as well. Overall, the session was extremely helpful.

My question was simple but handled incredibly efficiently - I would not have the slightest hesitation in using your services for any future issues.

Having very little idea about my tax and personal finance obligations as a potential expat, both the information provided on the website and the advice I received from the consultant during the consultation was extremely helpful in answering my key concerns.

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