Expat Financial Services is a leading international financial services company offering traditional financial planning solutions, which has associations with the industry’s leading institutions that bring together the investment expertise of international money management firms, known throughout the industry for their experience and strong track records.
Expat Financial Services specialise in Personal and Corporate Wealth Management, offering a full range of financial solutions to meet the needs of the International market. We provide the expertise and resources that your wealth deserves. Our approach is focusing on a balance between opportunity and risk, yet always seeking to enhance performance.
Expat Financial Services have offices worldwide and state of the art secure communications systems allowing our clients the flexibility of communicating when and where suits them or on a face to face basis.
Our mission is to provide quality advice and service that will put the right money in the right place at the right time with worldwide financial and legacy planning.
| Retirement and Pensions | Savings & Investments | Mortgages | Individual, Family & Business Protection |
| Retirement Planning | Building and Preserving Wealth | First Time Buyer | Life Insurance |
| Pension Transfers | Portable/Flexible Savings Plans | Re-mortgage | Critical Illness Cover |
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QROPs |
Education Fee Planning | Capital raising | Income Protection |
| SIPPs (Self-Invested Personal Pension) |
Exclusive Investment Options | Debt consolidation | Private Health Care |
| QNUPS (Qualifying Non-UK Pension Scheme) |
Offshore Bank Accounts | Buy-to-let | Business Insurance |
| UK Pension Advice | Currency Services | Self-build | Key person Insurance |
| Offshore Pension Advice | Offshore Company Foundation | Co-ownership | Directors liability Insurance |
| Corporate Pension & Benefit Solutions | Commercial lending | Estate Planning | |
| Secured loans | Key person Insurance | ||
| Bridging loans | Business Insurance | ||
| UK / Euro / UAE Mortgages | Directors loan Insurance | ||
| Partnership Insurance |