We Guarantee You’ll Love Your Financial Plan
We’ll produce a financial plan for you outlining our recommendations. If for any reason you don’t like your financial plan, we’ll waive 100% of our planning fee. So you can start working with us without any risk.
Loved by savvy expat retirees who want the best financial
advice without travel, waiting rooms or hassle.
N.B. New clients accepted by application only due to high demand
It’s Really Easy To Get Started
Step 1
Let us know when it will be convenient to speak
Step 2
Provide some information about what you need help with, so your financial adviser can prepare for your call
Step 3
Speak to a qualified expat financial adviser and benefit from expert advice
N.B. New clients accepted by application only due to high demand
On average, people who use a financial
adviser gain an extra £40,000
Source: International Longevity Centre-UK
Bespoke, Convenient & Trusted Advice
Dedicated Financial Adviser
Benefit from a close working relationship with your dedicated financial adviser
N.B. New clients accepted by application only due to high demand
You’ll Be In Safe Hands
Regulated, highly qualified advice especially for expats
Easy Communication
Contact your financial adviser via email, phone and video call
Save Time
No travel or waiting rooms
Get Your Money Working Harder
91% of the time smart investors receive higher returns than those holding cash
Based on 409 overlapping 10-year periods between January 1975–December 2018. Fama/French UK Market Index versus UK One-Month Treasury Bills.
N.B. New clients accepted by application only due to high demand
The value of an investment can go down as well as up. Past performance is not
a guide to future performance
Choose Between Video Call or Phone Call
If you opened this web page, then you have all the technical knowledge required to meet with your financial adviser via video call. But if you don’t want a video call, you can opt for an old fashioned phone call instead.
N.B. New clients accepted by application only due to high demand
How We Can Help You
Get your money working harder
Get peace of mind your loved ones are protected if anything happens to you
Avoid the pitfalls for British retirees living in Europe
N.B. New clients accepted by application only due to high demand
About Expat Wealth Advice
Expat Wealth Advice serves British retirees living in Europe who want convenient, hassle-free advice from quality financial advisers who are experienced with the unique wealth management challenges expats face.
Michael Lavin
Founder Expat Wealth Advice
Expat Wealth Advice was founded by Michael Lavin, a financial adviser who spent years working with clients using email, phone call and video call. Michael began working this way as it was the only practical way to bridge the geography gap when working with clients living in different countries.
It worked incredibly well. To his surprise Michael soon realised that many local clients, even those within easy travelling distance, actually much preferred the hassle-free convenience of meeting via phone call or video call. Expat Wealth Advice’s mission is to make financial planning as convenient as possible for expats, whilst still retaining the highest quality of advice.
N.B. New clients accepted by application only due to high demand
Got Questions?
N.B. New clients accepted by application only due to high demand