Financial Clarity for a Global Life

OUR STORY

Our approach considers your personal goals—whether that's travelling, supporting your children’s education, or creating a legacy. By understanding what matters to you, we help you make informed decisions that enhance your quality of life while building long-term wealth. Your financial freedom is about living life on your terms, wherever your journey takes you.

10M+

Personal users

200K+

Business users

150+

Countries and regions

35+

Expert Teams

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.

OUR STORY

Built for the Globally Mobile

Living abroad brings opportunity and complexity
Cross-border tax rules can be complex to navigate
Managing pensions and global investments requires expert guidance

At Xpertly Wealth, we help simplify this complexity through clarity, structure, and expert guidance.

WHAT WE DO

Your Financial Journey, Simplified

Start Your Journey Abroad

Build strong financial habits with tailored strategies for saving, investing, and protection.

Grow While Raising a Family

Balance responsibilities with smart planning for education, security, and long-term wealth.

Prepare for Return & Legacy

Manage your return or legacy with clear guidance that protects and aligns your wealth.

Unlock Financial Freedom with Expertise

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