Partners

You help them move.
We'll help with the financial questions that come with it.

Moving country rarely involves just a change of address. Pensions, investments, savings, currency and financial planning can quickly become part of the conversation. Link Independent gives your clients a simple route to trusted, appropriately regulated financial professionals — without your team having to find the right adviser themselves.

Independent. Curated. International.

A Familiar Question?

"What do you currently do when a client asks you a financial question?"

If you work with people moving internationally, chances are it happens more often than you think.

"What happens to my pension when I move?"

"Can I keep my existing investments?"

"Should I arrange anything before I become resident?"

"What's the best way to move money between countries?"

"Do I need financial advice in my new country?"

"What happens to my investments when I leave the UK?"

These questions may sit outside your service — but simply telling the client to find a financial adviser isn't a great client experience.

That's where Link Independent comes in.

A Simple Hand-off

One introduction to Link.
We take it from there.

Link Independent is a curated financial adviser matching service for people living, working or moving internationally. You don't need to understand the client's financial position in detail and you don't need to work out which adviser or jurisdiction they require. Introduce them to Link Independent and we'll establish what they need, where they are based, where they are moving and which appropriately regulated professional may be suitable to help.

No financial advice from you

You stay focused on your own area of expertise. Link handles the financial-adviser search.

No searching different jurisdictions

Our network allows us to look beyond a single country, firm or solution.

A better client experience

Instead of saying "you'll need to find someone", you can give your client a trusted route to the next conversation.

How It Works

Four simple steps.

01

You Introduce

Introduce your client to Link through your dedicated referral route.

02

We Understand

We establish where they are, where they're moving and what they need help with.

03

We Match

We identify an appropriately regulated financial professional from our curated network.

04

The Conversation Starts

We make the introduction and the adviser takes the financial conversation forward.

You remain focused on the part of the move you do best.

Who We Work With

Built for businesses supporting international lives.

RELOCATION

Helping individuals and families coordinate an international move.

INTERNATIONAL PROPERTY

Estate agents, property finders and businesses helping clients buy or relocate overseas.

IMMIGRATION & VISA

Professionals supporting residency, citizenship and international mobility.

GLOBAL MOBILITY

Businesses supporting employees and executives moving between countries.

PROPERTY FINANCE

Mortgage and finance professionals working with internationally mobile clients.

EXPAT SERVICES

Businesses already helping international clients navigate life in another country.

TAX & ACCOUNTANCY

Professionals whose international clients may require regulated financial planning alongside their tax or accounting work.

Make It Part Of Your Service

More than just an introduction.

For regular partners, Link Independent can become part of the normal client journey. Whether that is a link within a relocation checklist, a client welcome email, your website or a direct introduction, we can create a simple referral route that works alongside your existing service.

Your Website

Add a simple financial support route for international clients.

Welcome Emails

Include Link alongside the other professional services clients may need during their move.

Relocation Checklists

Give clients somewhere to go when pensions, investments or financial planning appear on their list.

Direct Introductions

A simple email introduction is sometimes all that is needed.

For Established Partners

Your relationship. Your client. A simple Link hand-off.

Where appropriate, we can create a dedicated partner referral page so your clients arrive at Link through a familiar, clearly identified route.

Example partner journey
[PARTNER LOGO]
×Link Independent

Moving country brings financial questions too.

[Partner Name] works with Link Independent to give international clients a simple route to trusted, regulated financial professionals.

Where are you moving from?

[ Country ]

Where are you moving to?

[ Country ]

What would you like help with?

[ Pensions ][ Investments ][ Financial Planning ][ Currency ][ Other ]
Continue

Dedicated referral routes can make Link part of the client journey without creating additional administration for your team.

Why Link?

Not a directory. Not a subscription site.

Link Independent was built around a simple idea: finding a financial adviser internationally shouldn't come down to who appears first on Google. We look at the individual enquiry and use a curated network of regulated professionals to identify an appropriate route.

Curated

Professionals are selected rather than simply listed.

Regulated

We look for appropriately regulated professionals for the relevant requirement and jurisdiction.

Independent

We are not tied to one financial advisory firm, product provider or investment solution.

Human

Every client enquiry is reviewed by a person, not automatically allocated by an algorithm.

Work With Link

Give your international clients somewhere to go when the financial questions start.

If your business helps people move, live or invest internationally, let's see whether Link Independent could complement what you already do.