Who we are

At Expats Pension Review, we specialise in helping UK expats and international professionals make the most of their finances, wherever life takes them.

Our story

Independent guidance, built around expat life

Expats Pension Review is a trusted name in providing expert, independent advice to UK expats worldwide, with a focus on simplifying pensions, savings and tax planning. We give clients the knowledge and support they need to make informed financial decisions, with advisers working across the UK and Europe.

Unlike traditional advisers, we focus exclusively on UK expats. That specialism means independent, transparent guidance that puts your circumstances first, not a product to sell.

I had multiple UK pensions and no idea how to manage them from abroad. Expats Pension Review gave me clarity, structure, and a plan.

Jaden H.

Portugal

Core values

How we work with clients

Ongoing relationship

We build lasting relationships, not one-off transactions, with quarterly portfolio updates so you always know where you stand.

Annual risk assessments

Your circumstances change, and so should your plan. We revisit your risk profile every year to keep your strategy on track.

Support through life changes

Moving country, retiring, or changing your income: we provide ongoing support as your life as an expat evolves.

Experience & expertise

What makes us different

Our team specialises in UK pensions, international savings and cross-border tax planning, helping UK expats make confident, compliant financial decisions with tailored advice.

FCA Appointed Representative · Firm Ref 825539 Regulated by ASF, Portugal MiFID II compliant investment services (Malta)

See our full regulatory framework

Ready to talk through your situation?

Book a free, no-obligation consultation and get clarity on your pensions, savings and cross-border tax position.