If you’re British and trying to make sense of pensions, savings, tax planning, or investment advice, we can help.
Number One: Safety
Transparency is key. Get the advisers company registration details and relevant licences, then check the following tools:
International Financial Company Check
www.iosco.org/i-scan/
Click the filter button and search for a finance company registered internationally.
UK Financial Company Check
www.fca.org.uk/consumers/fca-firm-checker/search
Enter any details you know about a UK registered finance company
At British Abroad, we don’t offer financial advice ourselves.
But we can connect you directly with trusted, regulated financial advisors who do.
Why Our Clients Trust Us
My name’s Adam Cooke. I hold an M.Sc. in Management (Finance) from Queen’s University Belfast. Since leaving uni and the UK, I’ve spent over a decade working with international financial advisors.
I know how hard it can be for Brits overseas to find honest and competent 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 Conduct Authority regulation and/or cross-border registration
- Minimum 5 years’ proven UK expat client experience
- Face-to-face or online service options
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.
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 who didn’t sort it out.”
from Paul in Manila, Philippines
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.
Have a chat first and we can match you with someone who can help.