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British expats living abroad often find the standard of financial advice available is very different to the UK, where financial advisors are required to operate under the watchful eye of the UK regulators, the Financial Conduct Authority.

The State of Financial Advice for British Expats

We’ve spoken to hundreds of expats since 2012 who have received poor financial advice normally as a result of unsolicited sales approaches.

As a result, we created our report into The State of Financial Advice for British Expats to highlight the unique financial challenges faced by expats and provide insight into how you can seek trustworthy financial advice.

Read our summary of the report, which includes insight and essential tips for expats, and provides a general overview of the current state of financial advice as experienced by British expats around the world.

Speak to a financial advisor you can trust

If you are seeking financial advice from independent financial advisors we have a range of resources and articles available including a free introduction service which will connect you to one of our trusted partners.

Request introduction to a trusted independent financial advisor >

Download the report

Download the report

File size: 2.3 MB

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Testimonials

What expats say about our experts

Very good service, easy to use, straightforward, very generous appointment with excellent advice. Will certainly come back when time is right to take action.

Terrhi H.

Inheritance tax and estate planning introduction in United Kingdom

Very pleased indeed with Experts for Expats and there is a good chance that I will work with the consultant on my tax return.

Tom L.

Covid-19 Concerns introduction in United States

Communication was clear and prompt. The recommended consultant was knowledgeable and able to cater to our needs and unique circumstances.

Simon C.

Canadian Tax Return introduction in Canada

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.

Joanne E.

Pensions introduction in United States

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.

Gordon. H

Pensions, SIPP introduction in Canada

Excellent service from start to finish. I received an introductory email from Experts for are part following my enquiry, informing me a consultant will be touch shortly. I was contacted shortly and had a phone call arranged, which went brilliantly. I would certainly recommend Experts for Expats, brilliant service. Many thanks

Lavelle, S.

General Financial Advice introduction in Gibraltar

I've been impressed by all aspects of my dealings to date. The clarity of the information given, the job knowledge of the consultant and the lack of pressure for me to sign up to anything have been what I am especially satisified with.

Timothy S.

Investment advice introduction in United Arab Emirates

The advisor was excellent in giving clear and useful advice. I have already recommended him to another friend who is an international teacher who is seeking to invest her money.

Seema M.

QROPS introduction in Hungary