The Experts for Expats Trusted Partner Network

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.

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.

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.

Quick and first consultation free without commitment in case you didn’t find it useful. Avoids having to search for experts online that you may/may not trust.

I recommended the website to my father as I found it very useful and informative

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

Although my personal situation and circumstances are a bit complicated Alan was very professional and took the time to understand the various issues and concerns. He's come back with some things for me to consider after which I'll make some decisions about how to proceed.

Yes, I would definitely recommend Experts for Expats, I was very impressed with the consultation, what really stood out was the consultant’s in-depth knowledge, his friendliness and the clarity of the information he provided (he scored 10 out of 10, in my book).