Expert Financial Advice - How we Work with You

Our partners UK trained and internationally qualified independent financial advisers, conform strictly to the rules governing the relationship between client and adviser as established by the UK Financial Services Authority (FSA), in their ‘conduct of business’ and other financial regulatory bodies throughout Europe and worldwide. Our partners advisers are obliged to operate within these guidelines when establishing and maintaining the adviser/client relationship and have a ‘duty of care’ to their clients at all times, so helping to provide expert financial advice.

In addition to the ‘conduct of business’ rules from the FSA such as terms of business, disclosure of adviser status, client agreements, suitability and best advice, Expatriate Financial Advice have strict guidelines for their business partners concerning Data Protection and other regulations that are designed to protect the consumer.

Individual clients have differing needs and it is vital that if the partners of Expatriate Financial Advice are to offer the most relevant financial solution to their clients, they fully understand from a financial perspective, ‘where you are now’ and ‘what you want to achieve in the future’.

Personal Online Savings Planner

Handcrafted savings solutions, tailored specifically for your financial needs and goals

The basic categories of financial and savings needs are to:

  • Protect existing capital
  • Protect earned income
  • Produce more income from existing capital
  • Produce more capital from existing income or from existing capital

The major considerations are as follows:

  • The recommended solution must be affordable to the client
  • The recommended solution must be tax efficient
  • The recommended solution must be wholly appropriate to the client’s risk profile
Our worldwide clients come from many differing backgrounds and are involved in many different industries and occupations, but they share a common goal of looking for independent, expert, well informed financial advice, from a large and respected source. The expertise of Expatriate Financial Advice combined with the strength of out partners exceeds all of these requirements. We and our partners strive to build ‘long term’ relationships, enabling you to receive the required expert financial advice at many differing stages of your life. Due to the busy schedules and ‘time constraints’ that our clients work to, an increasing proportion of advice is now given in a secure and confidential manner via the telephone and internet.

The simple process of becoming a client:

  • Soon after we receive your initial enquiry, one of our approved partners will contact you to gain a better understanding of your requirements and to schedule a convenient time for you to speak with one of their senior financial consultants.
  • At the agreed time, you will be either called or meet with a consultant who will answer any questions you may have. Then, with your permission, the consultant will conduct a ‘confidential planning questionnaire’ with you to ascertain your current financial situation and more importantly to ascertain your financial goals, risk profile, shortfalls, needs etc for the future. When the consultant has a full understanding of your situation and has agreed your goals with you, in association with our financial research team, they will endeavour to find the perfect ‘fit’ to your requirements and will schedule a ‘follow up’ appointment to give you their findings.
  • Within 48 hours, you will receive a detailed financial report that outlines your current situation, your personal requirements and our partners recommendations for your consideration. This report will form the basis of your ‘follow up’ discussion with your financial consultant. The ‘follow up’ will make sure that your needs have been fully understood and addressed and that after answering any further questions, you are happy that we have recommended a solution that has been individually designed for your circumstances and aims for the future.
  • If you decide to proceed with one of the financial solutions that has been discussed with you, the consultant in association with our compliance and customer services team, will help you through the application process.
  • Your consultant will remain your ‘first point of contact’ for any of your needs. This will ensure continuity, ongoing client relationships and also make it easy for you to do business with your chosen provider.
  • Your consultant will conduct regular reviews with you to make sure that your money is working as hard as possible to meet your financial objectives.

Please note that at no time ever do Expatriate Financial Advice either handle or receive monies directly from you. All client monies are transferred directly from you to the major financial institutions that have been recommended. We are then paid a management fee or commission from the provider for our ongoing advice and support.

At no time will you be ‘pressured’ into doing business with us or out partners. All of our expert financial advice is ‘free’ and comes with no obligation to proceed.

Please Contact Us for free, no obligation, expert financial advice.