THEEXPAT ADVISEREXPAT FINANCES MADE SIMPLER

Contact The Expat Adviser

Your financial future starts
with a conversation.

Whether you’re looking for guidance on investments, pensions, retirement or your wider international finances, let’s discuss your priorities.

Neil Walters with two people seated around a meeting-room table

A private introductory consultation

A little about you.
A clearer next step.

An introductory conversation gives us the opportunity to learn more about your situation, discuss your priorities and explain how we may be able to help.

What to expect

  1. We explore your goals and international circumstances.
  2. We discuss your existing arrangements and priorities.
  3. We explain potential next steps, services and costs.

Clear communication.
Personal service.
Experienced financial guidance.

Please do not include account numbers, passwords or sensitive financial documents.

Let’s start with a conversation

Send us an enquiry

Tell Neil briefly what you’d like help with. Your enquiry will be sent to neil@the-expat-adviser.com.

A brief outline is enough for an initial conversation.

Your details are used to respond to this enquiry. Sending a message does not book a consultation.

Your questions

Before our first
conversation.

Can I contact you if I already have a financial adviser?

Yes. You can contact us to discuss your circumstances and establish whether an additional review or second opinion may be appropriate.

Do you work with expatriates in different countries?

Our focus is international financial planning. The services available depend on your country of residence, personal circumstances and applicable regulatory requirements.

Can you review existing UK pensions?

We can discuss your existing arrangements and determine what pension-related services may be available. Certain pension matters require specific regulatory permissions or specialist advice.

How much does financial advice cost?

Fees and remuneration depend on the nature and scope of the services involved. Relevant costs are explained before you agree to proceed.

What happens in the first conversation?

An introductory discussion helps us understand your goals, existing arrangements and international circumstances. We explain the scope of any proposed advice service, relevant costs and important limitations before you decide whether to proceed.