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Financial advice for British expats returning to the UK

Gain expert guidance to help you better plan for your financial future, with independent financial advice tailored specifically to you. Request a free introduction and we’ll connect you to one of our trusted independent financial advisors.

Simply fill in the short form below to give us a better understanding of your circumstances and the help you may need. We’ll use this information to connect you to the most suitable fee-based advisor in our network.

Helping you make smart choices for a better life at home and abroad

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How our free introduction service works

All of the experts in our network are chosen through a rigorous selection process and will be hand-selected for you based on the information you provide.

No robots. No algorithms. No stress.

Request your introduction

Fill out the above form to provide us with details about your situation. This will give us the information we need to select the most suitable partner from our network. Once received, one of our team will be in touch to confirm the details of our selected partner within 24 hours.

Book your free discovery call*

Our chosen partner will contact you by email to invite you to book your free, no-obligation discovery call with them. The discovery call will allow you to discuss your situation in more detail and receive answers to general questions from a trusted expert, enabling you to evaluate whether you need any additional services.

Follow up from our partner

After your discovery call, our partner will share an overview of your conversation,along with a proposal and fee breakdown for any services you discussed together during your call. At no point will you be under pressure or obligation to proceed with any paid services.

*The exact limitations of the discovery call are at the discretion of our partner and will be based on your circumstances, but formal advice cannot be provided during the discovery call.

Testimonials

What expats say about our experts

What is so good about the advisor you pointed to is that he has extensive knowledge of both France and the UK, so he understands the financial set-up in both countries. I also liked him immediately when we met on Zoom for the first time. He grasped my situation and my priorities very quickly. If I have any reservation it is that he didn't always acknowledge and respond to my emails, but I do know that this is a crazy time for advisors with the Brexit deadline.

Alison D.

Assurance Vie introduction in United Kingdom

Excellent service. You provided us with a professional who responded to us quickly and efficiently. He undertook the work required swiftly and expertly, and all was completed in a very short time scale.

Angela P.

Double tax claim introduction in Austria

The expert was very friendly, helpful and precise in answering my questions on the rules on residence and domicile, and their effects on tax status, for UK-US dual citizens like myself and my wife. I was stimulated to confirm the salient points on Gov.UK. This has allowed us to plan our future stays in the US and UK.

Donald T.

UK/US Tax matters introduction in United States

My query was regarding transfer of a UK pension to Australia. The advice I received was really helpful and incredibly informative. I'm glad I reached out!

Liana S.

Pensions, QROPS transfer introduction in United Kingdom