Services

Pension Review

Comprehensive pension analysis and optimization for a secure retirement.

Savings Advice

Personalized savings guidance to achieve your financial goals.

Cross-Border Tax Planning

Expert tax planning to minimize liabilities and maximize savings.

Frequently Asked Questions

How can Expats Pension Review help me manage my pension as a UK expat?

Expats Pension Review offers tailored pension reviews, savings advice, and tax planning specifically designed for UK expats, ensuring you make informed decisions about your financial future.

What sets ExpatsPensionReview apart from other financial advisory services?

Expats Pension Review stands out for its expert, independent advice, personalized approach, and ongoing support to help UK expats navigate the complexities of pensions, savings, and tax planning.

Do I need to have a certain amount of savings to benefit from Expats Pension Review's services?

No, Expats Pension Review caters to clients with varying levels of savings and financial goals, providing customized solutions for each individual's needs.

Are you regulated

Yes, Expats Pension Review is fully regulated. We operate as an Appointed Representative via Adviser Platform (FCA Firm Ref: 825539) under strict UK regulatory standards.

We're also regulated by the ASF (Portugal) (Reg. No. 607124296) for insurance distribution activities. As part of JT Wealth, we work under the regulatory umbrella of Adviser Platform Lda, incorporated in Portugal (NIPC 502059176) with a share capital of €50,000.

Additionally, our investment services are conducted through Intamediary, Unipessoal Lda (IUL), a tied agent of Lawsons Equity Limited, authorised and regulated by the Malta Financial Services Authority (MFSA) under MiFID II.

“ExpatsPensionReview has been a lifesaver for me! Their tailored reviews and ongoing support have helped me navigate my pension and savings with ease. I highly recommend their services to all UK expats in Spain.”

John Hopkins

Contact us

Invest a few minutes today for a lifetime of financial confidence

Spend a short time with our team, and you’ll receive expert guidance tailored for expats, including advice on expat pensions, cross-border planning, and tax-efficient strategies. Our goal is to simplify your financial journey and help you make decisions that protect and grow your wealth for years to come.

ave a question or ready to schedule an appointment? Fill out the form below and we'll get back to you as soon as possible.

  • Phone: +34 671 769 371
  • Email: clientsupport@expatspensionreview.com
  • Business Address: Calle Lila Marbella Spain 29604

About us

Expats Pension Review is a trusted name in providing expert, independent advice to UK expats in Worldwide. With a focus on simplifying pensions, savings, and tax planning, we strive to empower our clients with the knowledge and support they need to make informed financial decisions.