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 Pharos Introductions

Request an introduction

Get matched with a regulated specialist. No commitment.

Tell us about your situation and a person will review it personally. If it looks like a fit, we make a direct introduction to a regulated specialist for your jurisdiction.

Takes 5 minutes. No financial advice. No commitment.

Request your introduction

Every submission is reviewed manually. Nothing is auto-forwarded.

Step 1 of 5: Where do you live?

Request your introduction

No commitment. No financial advice. Every enquiry is manually reviewed and never auto-forwarded.

Step 1 of 5

  • We review every submission before any introduction is considered.
  • Nothing is auto-forwarded. A person reads every submission.
  • Shared only with the one selected specialist.
  • Introductions are to regulated specialists (Mauritius FSC / ICCS Cyprus regulated).

Where do you live?

Prefer a guided route?

U.S. citizens abroad and international expats face different planning contexts. These guided routes ask a few targeted questions before connecting you with the right specialist.

Living abroad

U.S. citizen / Green Card holder

Cross-border planning for Americans living outside the United States. U.S. tax, retirement accounts, and international residency context all considered.

  • U.S. retirement account complexity
  • Cross-border tax coordination
  • FATCA-aware planning context
Start U.S. pathway

All other expat households

Non-U.S. / International

Compliance-first introduction process for non-U.S. households with cross-border financial complexity, including UK pension holders living abroad.

  • Pensions held in multiple jurisdictions
  • Offshore savings and investment review
  • Pre-return planning for UK returnees
Start international pathway

Questions

What information do I need to submit a request?

Just a brief overview of your situation, your country of residence, and what you are looking to resolve. No financial documents are needed at this stage: the form is designed to take five minutes or less.

What is the difference between the US and international pathways?

The US pathway is specifically for American citizens and Green Card holders living abroad, who face additional compliance complexity: FATCA, FBAR, IRA and 401(k) cross-border treatment, and PFIC considerations. The international pathway covers all other expat households, including British expats with UK pensions, offshore savings, or multi-jurisdiction financial ties.

What happens after I submit my request?

Every submission is manually reviewed by a person. We assess your situation for fit, jurisdiction, and compliance before any introduction is considered. If suitable, we identify a specialist from our network and make a single, deliberate introduction, typically within 2-5 working days.

Is there any cost to request an introduction?

There is no fee to use the service. Specialists pay a referral fee if an engagement proceeds. You pay nothing for the introduction itself.

More questions? Visit our full FAQ

Every request

The same guarantees apply to every submission.

Manual review

Every submission read by a human before any introduction.

No auto-forwarding

Your details are never shared without deliberate approval.

No financial advice

We introduce - we do not advise, manage, or follow up.

No commitment

Submitting a request does not obligate you to anything.