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.

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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

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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 your dedicated financial adviser

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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. 

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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.

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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

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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.

 

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N.B. New clients accepted by application only due to high demand

Got Questions?

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N.B. New clients accepted by application only due to high demand