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 >
Connected me with a great US tax advisor who had exactly the expertise I needed.
Max J.
US Tax Return introduction in United States
Although my personal situation and circumstances are a bit complicated Alan was very professional and took the time to understand the various issues and concerns. He's come back with some things for me to consider after which I'll make some decisions about how to proceed.
Gordon. H
Pensions, SIPP introduction in Canada
In my particular case the referral was very speedy., the advisor was very confident, had relevant qualifications and knowledgeable about the legislatives framework and the in relevant jurisdiction and products was clearly up to date with a good fit
Neil B.
Pensions introduction in Australia
My experience was excellent. I received exactly what the website promised in a prompt and professional manner. My questions were answered quickly. I was happy with the advice given and there was no pressure to continue working with a paid consultant. Highly recommended.
Maureen O.
US tax matters introduction in United States
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
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 extremely dubious and cautious going into this process. I have two pension pots in the UK that l have been trying to consolidate and rebalance for over a year with nothing but stalling and red tape from the two companies in the UK.
In desperation l followed up a lead from Google. I am glad l did. I will now be able to manage MY money from the US with an engaged and informative partner, instead of dealing with people who have zero interest in growing my accounts.
It’s a big relief and l look forward to developing this relationship wrt the rest of my retirement planning as part of my portfolio. Thanks so much for your help and referral. This is a legitimate organization with the expertise and support expats need.
Joanne E.
Pensions introduction in United States
Very speedy connection with expert, who was very helpful to answer and discuss my tax questions. Only didn't continue to work with him as we determined in consultation that, for my situation, a self-assessed tax return was not necessary. Would recommend the service!
Michael W.
Split Year Treatment introduction in United States
