Helping Expats Unlock Financial Freedom Worldwide

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At Xpertly Wealth, we open the door to stress‑free global finance. As an internationally mobile individual, you juggle multi-currency investments, foreign taxation, pensions in motion—and we relieve that burden. Let us simplify your wealth strategy, so you can thrive—wherever life takes you.

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Guiding Your Cross-Border Financial Journey from Day One

Grow Your Savings Abroad
Take Control of Past Pensions
Safeguard What Matters Most
Plan for a Smooth Return
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3 PILLARS

Xpert Advisers Behind Every Step of Your Financial Journey

Globally Certified Expertise

Globally Certified – UK, EU, UAE & US credentials, FCA/ESMA regulated. We advise with full compliance and cross-border insight.

Real Expat Experience

Real Expat Experience – 100+ clients successfully navigated pension transfers, dual-tax treaties, and currency risk with us.

Client-First Philosophy

Client‑First, Always – 100% fiduciary advice, no hidden product commissions—just transparent, tailored strategies.

WHY US?

Why Choose Xpertly Wealth?

Choosing Xpertly Wealth means partnering with advisors who understand that expatriate financial planning requires specialised expertise, innovative solutions, and a client-centric approach that prioritises your unique needs above all else. Our integrated service model eliminates the fragmentation and complexity that often characterises traditional wealth management, providing you with a seamless and comprehensive financial planning experience that evolves with your global lifestyle. This means you can simplify complex finances with our expertise in navigating cross-border financial challenges, make confident decisions with expert insights and transparent advice, and secure your future with flexibility through adaptable strategies that protect your wealth while accommodating life's inevitable changes.

Start your journey

Simplify cross-border finance

We translate international tax, offshore structures, and multi-currency investment into clear, actionable guidance.

Empower confident decisions

With expat tax modelling and pension simulations, you see real outcomes before choosing.

Secure a flexible future

Our dynamic wealth frameworks adapt across countries, currencies, and life stages.

Align Advice to Your Goals

At Xpertly Wealth, financial planning should be as unique as you are, which is why we start by truly listening to your values, aspirations, and vision for the future. We take the time to understand what matters most to you—whether it’s providing for your family, pursuing new opportunities, or leaving a meaningful legacy—and then craft personalised strategies that reflect your individual goals at every stage of life. Our advice is never generic; instead, we translate your ambitions into clear, actionable steps, creating a living roadmap that evolves with you as your circumstances change. With Xpertly Wealth, you gain more than just financial expertise; you gain a dedicated partner who ensures your financial plan fits seamlessly into your life, empowering you to move forward with confidence, clarity, and peace of mind.

TEAM

Meet the team

Meet the team
David Neville
Co-Founder
David Neville
Co-Founder | Financial Planner | Expat Wealth Specialist | CISI, FCA-authorised

Experienced financial planner with a legal background, specialising in cross-border tax planning, international pensions, investment structuring, and wealth protection. David works with expatriates and internationally mobile clients across the Middle East and Europe to simplify and optimise their financial lives.

Edmund Teasdale
Co-founder
Edmund Teasdale
Co-Founder | Chartered Financial Planner | Cross-Border Wealth Specialist | CISI, FCA & ESMA-authorised

Over a decade advising high-net-worth individuals and families on cross-border financial strategies. Edmund’s expertise includes retirement and succession planning, international pensions, offshore investments, and private client portfolio management, with deep knowledge of UK, EU, and Middle Eastern regulations.

Spencer Hidge
Co-Founder
Spencer Hidge
Co-Founder | Financial Planner | Expat Wealth Specialist | CISI, FCA-authorised

Specialist in financial planning for expatriates and internationally mobile individuals across the Middle East and Europe. Spencer has a legal background and a strong track record in cross-border tax planning, pension management, investment structuring, estate planning, and wealth protection.

TESTIMONIAL

Customer success is our success

I've been working with David for two years now and have found him very knowledgeable and easy to work with. He takes the time to regularly catch up with his clients for a periodic review, which means that you always feel like you are being taken care of and that your finances are in good order.
Philip Couch
Senior Contract Manager, The Royal Commission for AlUla
Ed successfully managed my pension transfer and continues to provide me with investment and tax planning advice. In doing so he has taken into account my view of risk and advised me appropriately through the process. Edmund’s attention to detail and the level of update and contact from himself and his team has been excellent. I am very happy with the decision to transfer and the growth of my funds. I feel confident that my funds will be well managed and continue to deliver good growth going forward. I am happy to recommend Ed and his team.
Chris Ramsey
Director, Deloitte Consulting Middle East
David and I have been engaged for several months and it’s been an absolute pleasure dealing with him. David has adept knowledge on the financial market and gives clear direction / guidance to allow you to make an informed decision on investments. I look forward to a continued relationship with David over the years to come.
Asad Nazim
CEng, Rolling Stock Technical Manager, TUV Rheinland
Edmund patiently took me through the process of transferring my final salary banking pension into a private pension scheme. He took my concerns for security and my attitude to risk seriously throughout. The level of update and contact from his team, especially through the uncertain and volatile time that COVID has presented us with, has been excellent. I feel confident that my funds will be well managed and deliver good growth. I am delighted with my decision of transferring my final salary pension and moreover am delighted and supremely confident in Edmund and indeed the whole AHR team going forward. I feel that my pension fund is in great hands and would highly recommend Ed and AHR to anyone.
Paul Wheeler
Business Owner, LaBlatiere Gites
Nora and I have had the pleasure of working with David Neville as our Financial Advisor since November 2023. To start with, he is a thorough professional who knows his stuff and is well researched. Then there are Financial Advisors who are just interested in selling you investment products, but that is not David. He took time to understand our family situation before recommending what would be suitable for us. He has also been very proactive in setting up follow up meetings and keeping us updated on the status of our investments. We have thoroughly enjoyed working with him and highly recommended him.
Kwesi Sena
Senior Director, Financial Crime and Regulatory Compliance Audits, Emirates NBD
After dealing with a number of advisors relating to my affairs, I am happy to say I have had the pleasure of working with Edmund for some time now. He has been very professional and showcased the highest levels of integrity. I can honestly say that my dealings with him have been exactly what I was hoping for as he explained the opportunities in a very clear and positive way. He and his team continue to provide me with a fantastic service and we meet on a regular basis. I look forward to continue working with Edmund and his team in the future to deliver outstanding results for my portfolio.
Kenneth Howden
Director - International Finance, Vantage Drilling
David continuously demonstrates his steadfast commitment to ensuring and protecting clients' best interests. I strongly recommend David because I fully trust his insights and advice, which have always been based on a tailored and bespoke analysis of needs and priorities. His guidance has been instrumental in making strategic and well-informed decisions that have proven to be extremely beneficial.
Elena Riva
Senior Manager, Government Relations & Corporate Affairs, VEON Ltd.
I have been working with Edmund since Jan 2020 and from the outset he has shown to be extremely professional. The advice given is very clear, honest and transparent. I would highly recommend him.
Stephen Brooks
Risk Manager, Aramco Trading
David is straight up, lays the facts out and can clearly articulate the complex topic and myriad of investment options. I feel confident I am getting good and balanced advice.
Andy Boutle
Head of Digital Construction, ALEC
Ed's efforts enabled me to consolidate my pension pots, putting the assets under my direct control and safeguarding them for the family. This has allowed me to effectively retire early if I should so choose. Coming out the other end of the process now gives me confidence in Ed that the recommendations he made were the right ones, and were to my benefit.
Stephen Mattu
Operations Manager, First Bus
HERE TO HELP

Common questions

Find the answers to frequently asked questions here.

Who is Xpertly Wealth for?

Internationally mobile professionals and families—UK, EU, UAE—looking for coordinated, compliant wealth planning.

How are you different from a traditional advisor?

We specialise exclusively in cross-border finance—no cookie‑cutter products, just customised strategies tailored to your global lifestyle.

Do I need to be based in a specific country to work with you?

No. We’re authorised to advise clients in the UK, EU, UAE, and US—and our virtual platform means geography doesn’t matter.

How do you charge for your services?

Flat fee or percentage of AUM depending on complexity—fully transparent, with no commissions on offshore products.

Unlock Financial Freedom with Expertise

Take advantage of a great introductory rate on your first transfer. Register now to get started!

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