If you wish to discuss a matter feel free to call us on 0845 130 0009, we are will be pleased to provide you with a free initial consultation to help you determine whether you need to employ our professional services

Expat financial advice and planning services

Financial Services For British Expatriates.
No matter where you live we can offer you completely independent advice in relation to your financial matters. We are based in the UK and specialise in providing truly Independent financial advice to the British expatriate community. We office advice to you on all aspects of your financial arrangements whist your living abroad and importantly if you ever plan to return.

The Advice we offer.
As we offer you independent financial advice and are not tied to any insurance company, are advisers are able to survey the whole market in order to find the most suitable product for you.

Our qualified in house financial advisers are ready to help you

We shall only ever recommend a course of action if we believe it to be suitable for you.

All of our advisers are fully qualified with the appropriate UK Financial Planning Certificates. We have specialist investments, health insurance, life insurance and pension advisers who will ensure you receive the best and most appropriate advice to suit your circumstances. We will continually help you in achieving your financial goals.

Fees we charge for financial advice and financial planning.
We derive our income from commission paid to us by life assurance companies, unit trust managers, stockbrokers and other intermediaries with whom investments/products are made.
You may choose to pay by fee rather than the forementioned. We are happy to provide you with “fee based advice if this is your preference.

A fee may also be charged if the work we do for you does not relate to investments/products on which commission is payable or if you instruct us to give you advice, but not to arrange the sale or purchase of any investment/product for you.

How to benefit from our financial advisory service.
If you need advice then please contact us. We will ask e few simple questions to establish you current circumstances and to determine what your query is about.
We will then either post, fax or e-mail our confidential questionnaire, which contains further questions about for financial position. Once completed this document provides us with all the information we need to assess your needs and provide you with the appropriate advice. We can then help you put in place the correct plans to meet your needs.

Important Notice.
Depending on the country you are resident in you must be aware of the local financial legislation before putting into place any investments/products. Please seek advice on this matter if you are unsure on what the local law prohibits you from doing.

In order to comply with the UK prevention of money laundering procedures, we will ask you to provide a suitable proof of identification before any offshore products can be put in place.

Great British Finance Limited are authorised and regulated by the Financial Services Authority (FSA). The FSA does not regulate some forms of Mortgage, Inheritance Tax Planning, Credit Cards, Personal Loans, Deposit Accounts & Insurance. If you are submitting an online request, we would advise to read our KeyFacts statement, links are at the top and bottom of this page.

Expatriate financial advice & planning

Expat financial advice and planning services