About us

Independent Offshore Financial Services Brokerage

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

The internet has opened the global market to expatriate clients seeking international investment advice or access to offshore portfolio management. Expat Finance Direct is totally independent and with true independence comes choice. We are able to offer expatriates throughout the world access to the best international investment choices.

Expat Finance Direct offers its clients only reputable products that have proven quality, perform well over time, and meet regulatory standards within their own jurisdictions. No unregulated product will EVER be offered to our leads or clients.

We have built and will continue to build a stable of core products from providers with whom we establish professional, long-standing partnerships.

Expat Finance Direct distinguishes between what we call Primary Products and Secondary Services offerings. Primary Products are the set of financial products that we are able to market directly to our clients, and on which we ourselves will provide detailed, professional advice. Where something you may require is outside our immediate area of expertise we will put you in touch with one of our Secondary Services providers; another company or individual who can assist you instead. This way we aim to provide you with a truly comprehensive financial advice service that goes well beyond just investments and savings.

Primary Product Offerings:

• Offshore Portfolio Bonds
• Offshore Unit-Linked Savings Plans
• Direct Fund Sales
• Life Assurance and Critical Illness Cover
• Offshore Transfer of UK Pensions  (QROPS) 
• UK Pensions (SIPPs) & Pension Consolidation

Secondary Services:

• Offshore Bank Account Setup
• Offshore Fixed Deposit Accounts 
• Offshore Trust Formation Services
• Assurance Vie (in France)
• Currency Exchange Services 
• International Mortgage Advice
• International Loans 
• Medical Insurance
• Hospital Surgery Choices
• International Taxation Advice

The Complete Expatriate Service

To fulfil our aims and objectives, Expat Finance Direct reviews the latest offshore savings plans and offshore funds, as well as a wide range of secondary services providers.

If you are a provider of any of the secondary services listed above and would like to be included as an Expat Finance Direct provider of Secondary Services please Contact us.

Our team of expert consultants handle offshore investing enquiries from all over the world and work via email, the internet, and telephone, responding to your requests.