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Why UK-Based IFAs Won’t Work with Expats (And What You Can Do)

If you are a British expat, you might have hit a frustrating wall: finding a financial adviser who will work with you.  Many UK-based Independent Financial Advisers (IFAs) simply won’t take you on as a client once you’re no longer a UK resident.  But why is this the case?  And more importantly, what can you do about it?  Let’s break it down. Why UK-Based IFAs Don’t Work with Expats 1. Regulatory Restrictions One of the main…

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‘AES’ refers to the AES Group’s separate but affiliated entities generally, rather than to one particular entity. These entities are AES Middle East Insurance Broker LLC registered with the UAE Ministry of Economy, United Arab Emirates, Licence no. 571368, and Commercial Registration no. 75162 and regulated by the UAE Central Bank license no. 189; AES Financial Services Limited, incorporated and registered in England and Wales with company number 06063185, authorised and regulated by the UK Financial Conduct Authority FRN: 464494; AES Financial Services (DIFC) Ltd, registered in the Dubai Financial Centre (DIFC) as a foreign company, license no.2128, and regulated by the Dubai Financial Services Authority (DFSA) Reference No F003476; AES International Limited, a private company incorporated and registered in the British Virgin Islands with company number 1839872; AES International Global Limited, a private company incorporated and registered in the British Virgin Islands with company number 1887885. Please visit our authorisations page for further information on regulation, redress and accessibility.

 

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