Connecting the Expat community with impartial, and experienced Financial Advisors around the globe.
Our Services
Financial Healthcheck
Our business model is a very simple one. We believe that great financial advice should not be hard to find. We similarly believe that all too often it is.
At Elite Expat we have built a panel of the best Financial Advisers from around the world, and we put you in touch with them, with no obligation.
We have a simple 4 step process to financial wellbeing:
-
Fill in your details in the simple contact form.
-
Our team will call you for an initial chat without pressure, and entirely without obligation
-
If you wish, we will then arrange a callback, or appointment with an experienced, qualified adviser. We will absorb all costs of this meeting.
-
One of our advisers will present his recommendations to you in writing and you are free to decide whether they should be implemented
It really is that easy! We are transparent in everything we do, and want to make sure that the process is as straightforward , and comfortable as possible.
Overseas Mortgages
As part of our ongoing commitment to delivering the best possible service to you, it gives us great pleasure to announce that we can now arrange finance for overseas purchases and remortgages.
At Elite Expat we can now offer mortgages around 50 different countries worldwide and can give you independent advice on the best source for your finance.
We have access to exclusive products from a wide range of mortgage lenders and can offer all types of overseas mortgages including holiday homes, investment purchases and commercial mortgages, as well as refinancing options for existing overseas properties.
If you have found a property overseas that you are considering for purchase, or have an existing overseas property that could benefit from a review of the current finance options available, please contact us either by telephone or email with details of the country you are interested in and the type of transaction you require to see how we can assist you.
Pension Tracing
We are please to offer our clients this fantastic service. Have you ever had a UK pension? Have you lost track of it? Never claimed it or just forgotten about it? If you have no idea where to start then get in touch.
Did you know that in excess of 1 Million UK Pensions have gone unclaimed, and our expert advisers are here to locate them for you. If you have a UK Pension our advisers will find it for you.
We offer a free pension tracing service using expert advisers who will deal with your requests quickly, and more importantly with no obligation.
Our advisers will ask for some information to help them find your pension, and with even the most basic information have a fantastic seeking rate.
Once our advisers have found your pension they will get the most up to date valuations, and information. If you would like to make use of the advisers knowledge then you have the opportunity to do so at this point.
No comittment, and nothing to lose.
Currency Exchange
Working closely with TorFX, should you be required to make international money transfers, then we are able to help. TorFX are one of the industry’s largest and leading currency brokers, with an unrivalled reputation for market-leading exchange rates and superb customer care.
Your will benefit from:
-
Savings of up to 5% on large currency transfers
-
Dedicated account manager
-
Free, fast international transfer of funds
-
Security of funds
-
Ability to "fix" your exchange rate up to 2 years ahead
Based in the UK in Penzance they offer first class customer service. We have chosen to work with TorFX, as they have the customer's needs at th eheart of everything they do
If you have any further questions please use the contact form on this page.
Clicking on the button below will take you directly to our partner page at TofFX.