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Please be aware that between 24th December and 27th December we will not be making any introductions as our partners offices will be closed. We also cannot promise that any discovery calls or initial consultations with our partners will take place before 2nd January 2025.

Request your free introduction to an Investment and Wealth Management Specialist

Gain a better understanding of your investment and wealth strategy options with independent wealth management advice tailored to you. Request a free introduction and we’ll connect you to one of our trusted wealth management partners.

Simply provide us with your details using the form below to give us a better understanding of your situation and objectives to help is select the most suitable partner from our in our network.

Your situation
Investment details
Contact details
Request completed

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

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