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Finance and Wealth Finance and Wealth

Finance and Wealth Management Introductions

Our network of trusted independent financial advisors and wealth managers are fully qualified and licensed to provide you with high quality financial advice, however complex.

Our partners offer unparalleled levels of customer service which, combined with their experience in expat financial matters, will help ensure you make better financial decisions and grow your wealth to meet your financial goals.

Experts for Expats has been featured in...

Saga - Want to retire in the EU? What could the future hold for you? - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - As a UK property seller living abroad am I liable for ‘sneaky stealth taxes’ such as CGT? - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
23% of British expats set to sell UK property - 23% of British expats set to sell UK property - click to see article
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

The consultant was very helpful and I will definitely reach out when needed. Plus I would highly recommend to others.

Ella F.

FATCA introduction in United Kingdom

All I can say is, so far so good, still much to do to transfer my pensions, but everything is going OK. The consultant has been very helpful and professional

David M.

Pension Transfer introduction in Thailand

I had the most comprehensive advice when compared to other potential providers. The session was the length required for my enquiry - not limited to 15 minutes. The advice included elements I could do myself, ie at no fee. Various options I wasn't aware of were raised and explored.

Caroline T.

Common Reporting Standard introduction in United Kingdom

Easy to use website, fast response, excellent consultation. Expecting to use consultant to assist with preparing SA100 whilst I'm abroad.

Paul S.

Statutory Residence Test introduction in United Kingdom

Contact was fast. Initial consultation was informative and helpful. The consultant was very personable, listened to my questions and was thoughtful and thorough in his responses. In a forum such as this, the consultant must convince the client that they are trustworthy and knowledgeable; The consultant I spoke with did that!

Lucy P.

Pensions introduction in United States

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

Rebecca P.

UK CGT 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

I recommended the website to my father as I found it very useful and informative

Adam G.

Capital Gains Tax introduction in Switzerland