Expat Financial Advice

Expat Financial Advice and Services

Trusted financial partner network

Simon Hilton - Currency Transfers Tom Zachystal - US Investment Advice Oliver Heslop - UK Expat Tax Advice Marian Wellman - US Expat Tax Advice Sharon Hill - French Mortgages

Simon Hilton

Foreign Exchange

Simon is a senior foreign exchange currency broker specializing in serving the needs of the expatriate community. Solutions offered include a best exchange rate guarantee for currency transfers, same day payments, a free rate watch service and forward contracts aimed at managing clients' exposure to exchange rate fluctuations.

Tom Zachystal

Pensions and Investment

Tom is a Registered Investment Advisor, Chartered Financial Analyst, and Certified Financial Plannerâ„¢ professional specializing in portfolio management and financial planning services for expatriates. He has over ten years expatriate portfolio management and financial planning experience and has clients on four continents in over a dozen countries.

Oliver Heslop

UK Taxation

Oliver is a highly experienced UK tax advisor specializing in helping UK expat high-earners (e.g. senior executives, project managers etc. working abroad but required to pay UK tax), foreign nationals paying tax in the UK and non-domiciles wishing to invest or bring money into the UK.

Marian Wellman

US Taxation

Marian has been an Enrolled Agent (Certified to Practice Before the IRS) since 1985 and is a member of the Tax Advisory Board and a Country Representative for American Citizens Abroad. She specializes in income tax services for US expatriates living in other countries and foreigners living in the US.

Sharon Hill

French Mortgages

Sharon has vast experience in the French property market and is committed to finding the most suitable mortgage for clients' circumstances from a panel of over 20 leading French mortgage lenders made up of reputable French banks with an established presence throughout France.




Get free quotes for a range of services from our trusted partners

EXPAT INSURANCE

• Leading international insurers
• Unrivalled global medical networks
• World-class 24/7 customer service
• Flexible products to meet your needs

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CURRENCY TRANSFERS

• Best exchange rate guarantee
• No commission
• Same day payments available
• Dedicated, professional consultants
• All bank receiving charges covered

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UK TAX SERVICES

• Advice for UK expat high-earners
• Also for foreign nationals paying UK tax
• Advice for expats and companies
• Over 14 years specialist experience

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US TAX SERVICES

• Lower rates than most US CPAs
• Over 25 years specialist experience
• Full-time expat tax professional
• For US citizens and foreign nationals

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US CITIZENS ABROAD

• IRA/401k management
• Over 10 years specialist experience
• Investments customized for each client
• Specialist in US expat finances

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EXPATS IN THE USA

• Over 10 years specialist experience
• SIPPs, IRAs, 401ks and more
• Portfolio and investment management
• Offshore investment accounts

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FRANCE MORTGAGES

• Wide selection of French mortgages
• Over 20 French mortgage lenders
• French banks with established presence
• Vast experience of property market

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EXPAT BANKING

• Apply for an international account
• Options to suit your needs
• Multi-currency accounts, savings accounts etc.
• Send and receive funds worldwide

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