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Expat Finance Direct Limited

Expat Finance Direct Limited is a global, independent and internet-driven financial services broker serving the worldwide expatriate community.

Living or working overseas? Would like offshore investment advice? Need a pension plan? Saving for your children's education? Want to know more about SIPPs and QROPS?

If you are an international expatriate, we help you select and arrange offshore products that match your medium and long-term financial goals using pensions, savings, investments and insurance products.

If you have a specific requirement, or would simply like some impartial and professional advice on your savings and investment requirements, please fill in the About you section.

Below is a list of services that Expat Finance Direct is able to offer you:

  • Regular Offshore Savings Plans
  • Retirement Planning / Offshore Pensions
  • Retirement Planning / UK SIPPs
  • School Fees Planning
  • Single Offshore Fund Investments
  • Offshore Portfolio Bonds
  • Offshore Tax-Wrapping of Shares
  • Advice on The EU Savings Tax Directive
  • International Life Assurance Cover
  • Critical Illness Cover Income Protection
  • Assistance with Offshore Banking
  • Advice on Offshore Fixed Term Deposits
  • Tax-Efficient Managed Investment Portfolios
  • General Inheritance
  • Taxation Planning Services
  • General Expat Financial Planning
  • Trust Formation Services
  • Offshore transfer of UK Pensions (QROPS)

To discover more about the services that Expat Finance Direct offer, please see our About us section.

Expat Finance Direct advisors deal promptly and professionally with all enquiries, from all over the world, via email and telephone, and work to respond personally to your requests.

The potential for you is unmatched with:

  • The benefit of timely independent impartial advice
  • Expert knowledge
  • Access to the best investments in the world, wherever they are in the world
  • A wide range of flexible market-leading financial products managed by award winning companies in the world's most secure and highly regulated offshore centres


Latest News

Apollo funds added to Royal Skandia fund platform
Expat Finance Direct can announce that the IFDS Apollo Balanced and Apollo Cautious Funds have both been added to the Royal Skandia Investment Solutions (SIS) platform, with effect from today.

Five Reasons Why Gold Will Hit $5,000
According to one industry pundit, there are five key reasons pointing to the likely escalation of the price of Gold, to perhaps as much as $5,000 per ounce.

Generali Vision - Client Incentive extended until March 31st, 2010
Generali International have extended the incentive being offered on their Vision savings plan, until the end of March 2010.

AAP - up to 35% extra for your endowment

Do you have a UK Endowment policy that you would like to trade in? Phone +44 (0)20 732 5869 or complete this form to be put in touch with AAP.