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.

• About us >

• About you >

• Directory >

• Client tools >

• News >

• Soapbox >

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? Confused by this new thing called QNUPS?

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)
• Carbon Credit Trading

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