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Expat Financial Advice

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.

The State of Financial Advice for British Expats

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.

Speak to a financial advisor you can trust

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 >

Download the report

Download the report

File size: 2.3 MB

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Testimonials

What expats say about our experts

Very pleased indeed with Experts for Expats and there is a good chance that I will work with the consultant on my tax return.

Tom L.

Covid-19 Concerns introduction in United States

I found the session with the consultant to be very helpful in that it helped allay any concerns I had around my choice to manage my pension post-Brexit. I really valued the opportunity to be able to discuss what I was planning with an someone who could give an independent perspective.

Carl P.

Pensions and Brexit introduction in Spain

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

We have been struggling with the complexity of the immigration process to the UK. Experts for Expats referred us to a tax accountant who was very responsive and in just a few minutes clarified many of our questions and gave us some peace of mind regarding at least that part of the process. We are very pleased and will continue to use the site and the referred accountant as we continue to navigate the process.

Lolin G.

Cross border tax planning introduction in 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.

John C.

Spanish Tax Planning introduction in Spain

Timely, professional and humane, from the emails to the phone call, could tell the organization runs on empathy and really has a heart to help people

Cynthia K.

Investments introduction in United Kingdom

I've been impressed by all aspects of my dealings to date. The clarity of the information given, the job knowledge of the consultant and the lack of pressure for me to sign up to anything have been what I am especially satisified with.

Timothy S.

Investment advice introduction in United Arab Emirates

I have actually already recommended the site to someone else in a similar situation to me. I did quite a bit of searching, and Experts for Expats was one of the many sites I engaged with. However after the responses from everyone, there was absolutely no doubt in my mind that this was the best service.

John W.

US Tax Return introduction in United Kingdom