Finance and Wealth Management Introductions
Our network of trusted independent financial advisors and wealth managers are fully qualified and licensed to provide you with high quality financial advice, however complex.
Our partners offer unparalleled levels of customer service which, combined with their experience in expat financial matters, will help ensure you make better financial decisions and grow your wealth to meet your financial goals.
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Testimonials
What expats say about our experts
Contacted quickly by a Spanish tax expert who could answer our initial questions and set out the way forward in detail with fees clearly explained.
Paul J.
Spanish Tax Planning introduction in United Kingdom
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.
Alison D.
Assurance Vie introduction in United Kingdom
At a time of some confusion, the expert pointed the way that helped me better understand the problem I was having, and the best approach to solve it.
Michael M.
UK Tax Matters introduction in China
Super quick and provided all the advice I needed - my experience completely exceeded my expectations. Particularly useful service when you’re an expat without all the contacts and understanding that you take for granted in your home country.
Rachel B.
UK Tax Return, Double tax relief claim, Inheritance tax and estate planning introduction in United Kingdom
It was a fast and efficient service and put me in touch with a professional who was able to give the advice I was looking for.
Connor P.
UK CGT introduction in United States
I found the initial response from both Experts for Expats and the Consultant to be excellent. Since I am already abroad the consultant arranged the consultation via Zoom. It proved possible to resolve my issue within the initial consultation. It was however apparent that the consultant has the necessary knowledge to assist further if this becomes necessary. In that case I will not hesitate to contact the same consultant again.
Ian B.
Statutory Residence Test, UK Tax Return introduction in Tanzania
The expert provided was highly professional, gave useful information and advice and provided me with a recommendation of a firm to deal with the nitty-gritty.
Matt K.
Pensions introduction in Portugal
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