Expat Investment Advice

Expat investment advice simplified

Fee-based, commission-free investing

Raising Standards, Lowering Costs

Regulatory standards vary around the world, so it's important to know you are making the right financial choices.  Inveq removes doubt from financial decisions by implementing UK best practice to all expat investments and wealth management services.

Operating on a fee-basis and using only liquid, commission-free securities, we give you flexibility and access to your capital when you need it. Our transparent fee structures and clear guidance allow our customers to enjoy trusted expat financial advice, regardless of location.

What We Do

Collaborating with the world's most innovative providers of expat pensions and investments enables us to bring the latest technology, flexibility and value to investors worldwide.

expat financial advice

Making The Most Of Sustainable Investing

low cost investing for expats

How Only 1% a Year Can Change Your Life

We are not tied to fund managers, investment platforms or trustees so we pursue the best possible results for every investor. Our range of fee-based strategies offer maximum choice, control and the ability to make adjustments effortlessly whenever required.
Bank

The Effect of The Common Reporting Standard

Family Fishing Trip

The Importance Of Estate Planning For Expats 

Keeping You Informed

Regular client contact and investment reviews keep you informed and us updated, so we can adapt efficiently as your circumstances change.

Our investment services come with dedicated, secure online portals allowing you to monitor how your finances are working for you from anywhere at anytime.       

 

How Can We Help?

Qualifying Recognised Overseas Pension Schemes

Couple in Nature

International Self-Invested Personal Pensions

Expat Investment Platforms

Expat Platforms

For Lump-Sum

and Regular Savings

Offshore Bonds

Offshore and Tax-Efficient  Compliant Bonds

US connected expats

Investment Services For U.S. Connected Expats

expat wills, expat mortgages

Need a New Adviser, Wills,  Insurance and More  

Award-Winning Advice

We are proud to work with OpesFidelio, an award-winning network of EU-based advisors raising the standard of international financial advice worldwide. 

OpesFidelio is a trademark used by the Aisa Group of companies.  Aisa International companies are based outside the UK and Aisa Financial Planning, a Chartered Firm based in the UK, has been a pioneer of fee-based advice for 20 years.

Details of Aisa's Financial Conduct Authority regulation along with its rights to passport investment and insurance services outside of the UK can be found here, along with some of our most recent awards below.

Expat Financial Advisers

Maintaining the highest standards, we put our customers first with expat financial advice designed to achieve optimum results. Our flexible approach gives global customers the option to work together remotely, face to face or a blend of both, the choice is yours.

For an exploratory conversation to learn more about how our expat financial services can benefit you, get in touch today and enjoy trusted guidance and peace of mind, wherever you are.

Arrange a Consultation
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Inveq Worldwide

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Inveq provides financial services 

globally. As part of a global

network that is regulated in 

multiple jurisdictions, you can be

assured of the best possible 

results regardless of your location.

9 Prince Maurice Court, Hambleton Avenue, Devizes, Wiltshire, SN10 2RT, UK.

Tel: +44 (0) 1380 717025

contact@inveq.co.uk

Robin Matthews trading as Inveq is a member of OpesFidelio and is authorised to give financial advice subject to contract in parts of the EEA (Excluding the UK). OpesFidelio is a trademarked network of the Aisa Group which includes Aisa Financial Planning Ltd and Aisa International s.r.o. Aisa Financial Planning is authorised and regulated in the UK as an independent financial adviser for UK retail clients by the Financial Conduct Authority and has permissions throughout the EEA under both directives IDD and MiFID.  View FCA authorisation here.

Aisa International s.r.o. is authorised and regulated in the Czech Republic as a financial adviser by the Czech National Bank and has permissions through selected EEA countries. Cash and Tax services are not regulated.