Expat wealth adviser Adviser Expat Wealth Knowledge, Transparency, Simplicity. Expat Wealth Adviser Adviser Expat Wealth Helping you with what's important.
HP2-icon

Who We Are

A small group of, highly qualified, experienced and like minded individuals sharing best practices with expatriates outside of the UK.

HP2-icon

What We Do

With our extensive experience in offshore financial services, we are perfectly positioned to introduce you to the best financial planner in your region.

HP2-icon

Our Goal

To help create more abundance and freedom in expats lives through education on ways to grow and protect your wealth. 

Knowledge Centre

Areas Of Expertise
Pension transfer

Pension Transfers

Providing clarity on why and how you might transfer your UK pensions

Insurance

Protection

Providing information on the different types of cover and when they should be used

Choosing your financial adviser in the GCC

How To Choose A Financial Adviser

Everything you need to know about selecting a financial adviser

Financial services offered

5 Reasons To Review Your Pension

5 great reasons why you should review your pension plan

Guide to pension freedoms

Pension Freedoms

Understand the Pension Freedoms act and how you can take advantage of it as an expat

Our Guides

Download Expat Info Guides
A range of expert information on issues expats face

Expat Wealth Guides
For Every Expat Issue

Expat Wealth Adviser has created a wide variety of guides covering the issues that expats and their families face the most. In-depth guides that give you all the knowledge you need to know, so you can make an informed choice about your money. Whether it is insurance for you and your family, avoiding a hefty inheritance tax bill, or simply making your pension work for you better, you can find it all in our guides. Click the button below to see more guides.

Final Salary Transfer

Clients’ Testimonials

  • I knew I should have been doing something with my pension for a long time. I was just never really sure what to do with it, or what I could do with it. I was also aware that there were a lot of potential pitfalls if I got it wrong. The Expat Wealth Adviser team helped me to understand what I had, what my options were and pointed me in the right direction for what I wanted to achieve with it.

    Colin Fretwell
    Dubai, UAE
  • I had been living in the UAE for a long time and was looking to return to the UK. I hadn’t paid any national insurance for a long time and had a lot of money to transfer. I was worried that I would have to pay a lot of tax and end up in trouble but the Expat Wealth Adviser guys were able to help me learn about what my tax obligations were when returning home. They really saved me a fortune!

    Alexandra Barnaby
    Manchester, United Kingdom
  • I needed help with getting insurance. I needed to update my existing policy but wasn’t sure of who to speak with as my existing provider no longer covered me for all my needs. The EWA team quickly were able to let me know what I needed and who I should speak to about updating my policy. I couldn’t have been happier with the service they gave me. Thanks!

    Carol Clark
    Abu Dhabi, UAE
  • When my father passed away I was suddenly faced with loads of taxes on my inheritance as well as other fees I din’t really understand or want to deal with. I spoke with someone at Expat Wealth Adviser and they immediately put me on the right track to ensure that our family money stay with us and not disappear in taxes. I’m forever grateful for all of their help.

    Michael Kidby
    Dubai, UAE
  • I’d been living in the UAE for several years and decided it was time to make the move back home. I needed to untangle everything from my life in the UAE and set up back in Scotland again. When I spoke with Expat Wealth Adviser they gave me all the info and assistance I needed to make sure I was able to seamlessly transition back home, as well as ensure all my money was protected.

    David Mckenry
    Glasgow, UK
  • I had heard that I was able to transfer my pension from my UK scheme into something that would help me to retire a bit earlier than I had anticipated. When I spoke with the team at EWA they were able to let me know exactly what my options were and who would be best to speak to about making my transfer work best for me.

    Garth Clarke
    Dubai. UAE

Request a call back?

Please fill out the form and press the submit button.
We will get back to you with 1-2 business days.