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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.

Initial Meeting

In a no obligation initial call at our cost, 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.

Have you lost touch with your expat advisor, want a second opinion or simply a fresh pair of eyes to review your assets? Get in touch.

If you have assets in multiple jurisdictions with different inheritance rules, you could need a last will and testment in more than one country.

Enjoy tax-efficient investing with flexible, low-cost investment platforms, full online reporting and penalty-free access to your capital.

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. 

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

international sipps
Working from Home

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

expat investment platforms

Request a Consultation

Request a meeting at our cost and join hundreds of expats that have enjoyed trusted, transparent expertise from the best international financial advisors

Quick Links and Articles

qrops at 75

Do you have a QROPS? Find out happens to your scheme when you reach 75

fee-based expat financial advice

The difference between paying commission and fees to your expat advisor

expat pension transfers

The new rules for how advisors charge for defined benefit pension transfers

expat financial advice uae

In the UAE's commission driven environment, finding the right advisor is essential 

HMRC.png

How your pension is taxed as an expat and applying for a NT tax code

expat investment fees

The costs of expat investmenting and what you should expect to pay for

Expat Investments

Our guide to avoiding easy but costly financial mistakes as an expat investor 

Pensions for expats

5 simple questions you should ask every expat financial advisor

offshore bonds for expats

Are the higher costs of offshore bonds really worth the money?

expat financial advice in italy

Expat investing in Italy and how to use compliant products to save on tax

Low cost investing for expats

Where to start if you think your expat investment costs are too high

offshore bond segmentation

Segmentation and how to make the most of your offshore bond

expat financial advice spain

Financial, investment and tax advice for expats living in Spain

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