Expat Financial Advice
Connect to a fee-based, independent financial advisor
Get a better understanding of your investment and financial planning options while living abroad with independent financial advice tailored to you.
Request a free introduction to a trusted, fee-based independent financial advisor from our trusted network. We’ll pair you with the most appropriate advisor based on your specific needs, helping you get your finances in order for a better life and home and abroad.
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Expat Financial Advice help and advice
As an expat, your financial position is often more complex and there many things to consider. Our guides and articles draw on the experience of our independent financial advisors experts. They are designed to help you create a successful financial plan and build an investment portfolio ensuring your meet your financial goals.
If you’re looking for more specific advice, simply request a free consultation with a financial advisor consultant, hand-selected from our network to match your needs.
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Choosing a Financial Adviser
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What expats say about our experts
Having very little idea about my tax and personal finance obligations as a potential expat, both the information provided on the website and the advice I received from the consultant during the consultation was extremely helpful in answering my key concerns.
Tax introduction in United Kingdom
I would just like to thank you very much for putting me in touch with a specialist in your network. He was an enormous help to me and seemed to have a good understanding of my situation and was able to address my questions very adeptly and very quickly. I spoke with him last week and it was really helpful, as was his follow-up email.
Split year treatment, UK tax return introduction in Switzerland
It’s an excellent resource. Swift initial response. Quickly connected to a consultant afterwards and my questions were answered. It was a relief and I would definitely use the service again should anything else arise.
UK Tax Return, Statutory Residence Test introduction in United States
The referral by Expatriate Services 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.
Pensions introduction in North America