If you’re British and trying to make sense of expat finance – pensions, savings, tax planning, or investment advice – you’re not alone – and you’re not without options.
At British Abroad, we don’t offer financial advice ourselves. But we connect you directly with trusted, regulated financial advisors who do. Every advisor we refer you to has been vetted thoroughly, not just for qualifications, but for integrity, transparency and real-world results.
We do the hard part so you don’t have to. Get started here: Contact Us
Why Our Clients Trust Us
My name’s Adam Cooke. I hold an M.Sc. in Management from Queen’s University Belfast, where I specialised in finance, management accounting, corporate accounting, strategy, and statistics. I’ve spent over a decade working with international financial services professionals.
I know how hard it can be for Brits overseas to find clear, honest, and competent financial guidance.
That’s why I’ve built British Abroad around one simple idea: remove the pain, confusion and cost of finding the right people.
Our Advisor Referral Network
We only refer to regulated, experienced financial advisors. Our partners hold verifiable credentials such as:
- CISI – Regulated Financial Planner
- Financial Services Authority regulation and/or cross-border authorisation
- Minimum 5 years’ proven UK expat client experience
- Face-to-face or online service options
They also work with specialist teams, fund analysts and investment managers behind the scenes – you’re not relying on one individual’s opinion.
What We Can Help With
You tell us what you’re trying to do – we’ll connect you with someone who knows exactly how to help. Our partners regularly advise UK expats on:
UK expat pension advice
Get advice and explore options for growth and security – portfolio management, pension transfers and SIPPs.
Estate and Inheritance Planning
Our advisors can help you understand key tax rules affecting expats to reduce your outgoings.
Savings and Investments
Tax-efficient savings plans, lump sum investments and life insurance policies.
If it involves money and you’re British and abroad, we’ll know someone who can help.
Our Upcoming Expert Financial Insights
Tax Advice Essentials
Clear steps to manage your UK tax obligations overseas.
International Banking Options
How to choose accounts and services suited to expats.
Pension Planning
Understanding your pension rights and transfer choices.
Investment Guidance
Smart strategies for growing your assets abroad.
Inheritance Planning
Protect your estate with expert cross-border advice.
Case Studies
Case 1: “What should I do with my frozen UK pension?”
James, age 61, living in Penang, Malaysia, had a few defined benefit (company) pensions he left untouched for over a decade. Our partner walked him through his options, including a potential transfer to a SIPP. He now receives a higher rate of return and improved tax efficiency.
Case 2: “How can I invest sensibly as an expat?”
David, a 45-year-old engineer in Cebu, had been sold offshore investments by a cold caller. We referred him to an CII-registered advisor who saved him thousands in fees and built him a low-cost, diversified investment portfolio.
Testimonials
“I didn’t know where to start with my UK pension options. I’ve known him for a while so Adam connected me with someone he trusted.
I feel like I have the big picture in my head now.”
from Neil in Phuket, Thailand
“The financial advisor Adam put me in touch with, after sorting my State Pension out, listened to what I wanted and helped me plan everything else”
from James in Kuala Lumpur, Malaysia
“I was being charged ridiculous fees by a so-called expat wealth manager. Thanks to BA, I got introduced to someone honest, and I now pay less than most of my mates.”
from Dave in Manila, Philippines
What Is a DFM and why should you care about this boring stuff?
Most of our advisor partners work with DFMs (Discretionary Fund Managers). That means once your investment goals and risk profile are agreed upon, your advisor can hand off the day-to-day management to professionals who:
- Monitor the markets 24/7
- Adjust your portfolio proactively
- Ensure your investments stay on track
These DFMs are subject to strict regulation and institutional-level oversight. It’s the same model used by trustees, pension funds, and family offices – because it works.
It’s also why we choose advisors who use them. Your money deserves more than a part-time spreadsheet and guesswork.
Expat Finance – Who’s Someone You Can Trust?
We’re not tied to any one firm. We don’t earn referral fees from anyone. We only recommend people we’d use ourselves.
Drop us a message today with a few lines about what you need, and we’ll be in touch to match you with someone who can help.
Simple. Honest. Helpful. That’s how we do things at British Abroad.