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Financial Planning Services for Expats

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Independent financial management for expats

We are an international financial advisory consultancy. Our reach is global, but our focus is personal. We work with established institutions to provide independent advice to expats. We’ll help you manage your wealth, maximise your assets and plan for the future.

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What Our Clients Say…

“I was introduced to the Blue Oak Partnership through a friend of mine and was immediately impressed with their setup and level of expertise. Their knowledge when it comes to pensions is second to none and I will definitely be recommending them to other expats.”

Keith, Ireland

“I can’t recommend the services of Blue Oak highly enough. They helped consolidate my pensions and also my wife’s pension and are always on hand to offer us the best advice when called upon. They are a pleasure to work with.”

Peter, Switzerland

“I needed help to better understand my finances, ensuring I was maximising all benefits as life as an expat.
The team at Blue Oak have been the support I was looking for. Friendly and approachable and with excellent knowledge of the industry.”

Katie, Germany

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