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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...

23% of British expats set to sell UK property - 23% of British expats set to sell UK property - 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
Saga - Want to retire in the EU? What could the future hold for you? - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - 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

My issue is complex so a decision re filing is contingent upon consultation with HM taxes here in the UK. Your consultant was excellent .

Patricia W.

US/UK Tax introduction in United States

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.

Mark S.

Pensions introduction in North America

Excellent service from start to finish. Would definitely recommend.

Nick S.

UK CGT introduction in United States

Excellent responses and consultant was honest enough to admit that I didn’t need to pay for ongoing support. He provided the advice needed.

Ian T.

Double Tax Relief introduction in China

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

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

The consultant was exceptional, very comprehensive and clear.

Richard B.

Pensions introduction in Canada

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