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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...

MailOnline - A third of British expats would like to move back to the UK and 40% admit they are homesick... but they will stay abroad for a better quality of life - click to see article
BBC Breakfast - Expats in Cyprus having issues with UK bank accounts - click to see article
The Observer - How to relocate overseas - click to see article
The Guardian - Brexit: how the new rules will change your visits to the EU - click to see article
The Times - Thousands of retiring Britons vote for Brexodus - click to see article
The Guardian - The older expats facing poverty – thanks to Brexit and frozen pensions - click to see article

Testimonials

What expats say about our experts

The consultant is highly professional, informative, kind, while keeping the communication flow in a very friendly manner, which renders the consultation as a very pleasant talk.

Steva S.

Italian Relocation introduction in Serbia

Our consultant was very professional but listened. He then made an effort to speak in clear language and make easily understood recommendations.

Peter J.

UK Tax Return introduction in Canada

I would just like to say a great big thank you for putting me in touch with Laurence, he has sorted out my issues efficiently and with better results than I had hoped for.

I am so glad to have found Experts for Expats, and shall be recommending your services.

Fiona G.

UK Tax Return, Capital Gains Tax introduction in South Africa

Very impressed by speed of response and the quality of the advice given. I will use the consultant's services in the future without a doubt.

Ian W.

Statutory Residence Test introduction in Spain

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

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

The consultant gave sound and relevant advice without trying to sell me services. His advice gave me the information and approach for my next step. He advised I try myself but made it clear he could help further if I needed it - and as precise and clear about the cost of using his services for the next step. Couldn't have been better.

Ivor M.

Double Tax Relief introduction in Portugal

Communication was clear and prompt. The recommended consultant was knowledgeable and able to cater to our needs and unique circumstances.

Simon C.

Canadian Tax Return introduction in Canada