Regulated expat pension and investment advice
Who Are The Expat Advisors?
The Expat Advisors are a network of international specialists providing financial expertise to expats around the world. Our team works closely together to ensure customers get the best possible solutions, regardless of their location.
Qualified
Our advisors are experts in overseas finance and a minimum UK level 4 qualified.
Regulated
Being regulated in multiple jurisdictions gives you peace of mind.
Transparent
UK Compliance assures you of the highest standards and transparency on fees.
Fee-based
Fee-based, commission-free, flexible and penalty-free access to funds.
Low-cost
Our experts know the effect of charges and how to keep them low.
Free Consultation
In a free, no obligation initial meeting, we'll explain how we offer the best value.
Expat Solutions
An efficient, paperless advice process helps get your investments up and running in no time.
If you have UK pensions and live abroad or simply looking to consolidate your schemes into one, easily managed policy, we can help.
Protection against unexpected events is essential, and policies in your home country might not be valid as an expat. Contact us to discuss your options.
Enjoy tax-efficient investing with flexible, low-cost investment platforms, full online reporting and penalty-free access to your capital.
If you have assets in multiple jurisdictions with different inheritance rules, you could need a last will and testment in more than one country.
Have you lost touch with your expat advisor, want a second opinion or simply want a fresh pair of eyes to review your assets, get in touch.
Investing in overseas property and finding a suitable expat mortgage as an expat can be easier than you thought. Get in touch to find out more.
Consolidate Your UK Pensions
Using one organisation to provide FCA regulated advice on both the UK pension transfer and the set-up of your international scheme, reduces both the costs and the hassle.
Consolidate multiple pensions into one, easily managed policy
FCA regulated UK advice on final salary scheme transfers
'In-house' defined benefit transfer advice - no 3rd party outsourcing
One organisation managing the advice process both in the UK and internationally
What Customers Say
"Transferring my pension was initially quite scary, but using one firm regulated to provide all of the advice from start to finish, really simplified the process and put my mind at ease."
Lucy W. - Portugual
Simplified Investing for Expats
Your current location will determine which investment solution is best for you. Our investment platforms, offshore bonds and locally compliant products are all fee-based and commission-free.
Low-cost investment platforms with access to thousands of funds and ETF's
Tax wrappers worldwide with local options in Spain, France and Portugal
Regular savings solutions without lock-in periods and easy access to capital
Online access and reporting to monitor real time performance 24/7
