Good morning, welcome to
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

Dawnay Day Quantum launches China investments
DAWNAY DAY Quantum has launched its China Investment Series, which comprises two structured products offering exposure to the growth in China’s economy.

Updated QROPS list
HM Revenue & Customs has issued its up to date list of Qualifying Recognised Overseas Pension Schemes (QROPS)

Royal London merges SPILA and Scottish Life
Royal London is to merge its newly acquired Scottish Provident International Life Assurance business with its Scottish Life International division, in order to compete “more aggressively in the international marketplace”.

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.