Services
Expat Financial is set up to provide expat investment advice alongside lump sum investment and portfolio management. This allows expats to have a trusted advisor who can take care of their investments on an ongoing basis. This service really does make your work-life balance more manageable.
Financial Planning
At Expat Financial, we’re here to help make your financial life a little easier. Whether you’re looking for an overseas mortgage, a current account or even help sending money home, our specialist team can help.
- Control Your Investments
- Tailor-made Personal Financial Advice
- Detailed overview of the fund and risk analysis
- View a comprehensive performance history of each fund
Investments
Transparency and honest financial advice are core values at Expat Financial. Our online savings & investment portfolio puts you, the investor, in control. There are no hidden fees and you get access to the best value international financial products and services available.
- Control Your Investments
- Tailor-made Personal Financial Advice
- Detailed overview of the fund and risk analysis
- View a comprehensive performance history of each fund
Pensions
Clients with pension values of £40,000 or more now qualify for a free SIPP wrapper setup. The International SIPP gives you the freedom to appoint an authorised investment adviser or manager, or alternatively, you can manage the investments yourself.
- Available to Expats & Non-UK Residents Globally
- Control over your investments
- Honest & Independent Financial Advice
- Transfer, Consolidate & Manage your UK Pensions Abroad
Mortgages
Buying a house in Spain is certainly an exciting step for any individual or family. Finding the international mortgage, most suited to your personal situation can however, be challenging. With access to the very best international mortgages for people buying property in Spain, Expat Financial can offer:
- Residential, holiday and investment property mortgages
- Introduction to bilingual solicitors to protect your interests
- Fixed, variable interest, capped and variable Loan-to-Value mortgage structures