What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »We cut through the complexity of managing finances overseas by avoiding jargon and obscure industry terms. Instead we prefer familiar, reassuring language, and simple financial planning solutions that make sense to everyone.
Read more »
Looking into Defined Benefit pension transfer for Airbus employees in France? If you’re a British expat working for Airbus in France and you hold a UK Defined Benefit (DB) pension,…
Wondering how are assurance vie withdrawals taxed? Assurance vie is one of the most popular investment vehicles in France, offering tax advantages, estate planning benefits, and flexible investment options. However,…
Are you living in France and holding a Lombard Assurance Vie policy? If so, you may be paying more in fees than necessary, which could be impacting the long-term performance…
Find out about the Challenges of Holding ISAs for British Expats in France. For British expats living in France, managing investments from the UK can be tricky, particularly with Individual…
If you’re a UK expat living in France or planning to move, understanding how your UK pensions will be taxed is essential for effective financial planning. France and the UK…
When it comes to managing wealth efficiently in France, assurance vie policies remain a cornerstone of financial planning. For expats and French citizens alike, choosing the right assurance vie is…
Looking for British Airways Pension options in France? If you’re a British Airways pilot or cabin crew member residing in France, you might be affected by the closure of the…
Since Brexit, British expats in France have faced new challenges in managing their financial future. One significant change is that UK-based financial advisers can no longer legally provide advice to…
Are you a British expat living in France, wondering how to make your savings work harder while minimising taxes? The Prudential Assurance Vie, known as the International Prudence Bond by…
Leave your email address and we'll be in touch instead.
One of our expert financial advisers will aim to get back to you within 12-24 hours.