general:

taxation:

legal:

investment:

We provide you with the most complete all-in-one professional consultancy service, through a lasting relationship with a consultant who:

• can answer all your general everyday and healthcare issues
• can help you with your legal and taxation issues, and point you to other professionals as and when necessary (eg drawing up a Marriage Regime contract correctly...)
• can provide diverse investment services directly through the firm’s own regulatory status
• can provide investment management services, both directly and indirectly
• is professionally qualified, and regulated both as an investment broker and a financial advisor
• is authorised to advise British residents still in the UK on French matters, through having a 'European financial passport'
• is totally independent, freely able to choose contracts and/or funds from the market place
• can provide advice, or products, or both
• is experienced in all financial, fiscal and legal matters, our Managing Director having more than seventeen years’ investment, financial advisory and fiscal experience
• in addition to their individual wealth and diversity of financial experience, can benefit from tapping into their Managing Director’s own diverse professional and diverse business experience
• although based in the south east of France, has access to, and covers the whole of France
• is French, but also speaks English (our Managing Director being bi-lingual from birth), and thus who knows and understands French nuances and French ways of doing things
• is from a practice recognised as being one of “Conseillers en Gestion de Patrimoine Indépendant" - independent consultants in wealth management
• … is there to reassure you, professionally