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Free introduction to independent financial advisor for American expats

Financial planning tailored for American expats providing options for wealth management, investing and tax planning incorporating the complexities of international financial affairs that are unique the American nationals.

Simply complete the 3-step form below to give us a better understanding of your circumstances and the help you're seeking along with your contact information.

We will use this information to connect you to the most suitable fee-based advisor in our network, and you will receive confirmation of their details within 24 hours, including the option to receive a free consultation with the selected partner.

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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

Very speedy connection with expert, who was very helpful to answer and discuss my tax questions. Only didn't continue to work with him as we determined in consultation that, for my situation, a self-assessed tax return was not necessary. Would recommend the service!

Michael W.

Split Year Treatment introduction in United States

Great service that connects you to people who can help to cut through complicated issues.

Sandy D.

Pensions introduction in United States

I was impressed with the speed of service and the warm and friendly nature with which it was delivered. I will probably need paid advice in the near future depending upon circumstances

Peter J.

UK Tax Matters introduction in United Kingdom

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