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 »Our team regularly puts together blog posts about relevant French topics and things you should know as an Expat in France.
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.
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France has long been the top retirement destination for British expats. The quality of life, warm climate, excellent healthcare and close proximity to the UK make it especially appealing. Yet…
For UK nationals living in France, understanding how to transfer a pension fund from the UK to France has become an important part of long term financial planning. Whether you…
For many expatriates living in France, choosing the right long term investment and wealth management structure is essential. Assurance Vie remains one of the most popular and tax efficient solutions…
Brexit has reshaped many aspects of life for UK nationals living in France, and one of the most common concerns is how it affects pensions and taxation. UK citizens and…
For many British expatriates in France, a UK pension represents one of the most important financial assets for retirement. Moving to France does not prevent you from accessing your UK…
For many expatriates in France, an Assurance Vie is one of the most flexible and tax efficient investment solutions available. It offers access to global investment options, advantageous inheritance treatment,…
Choosing the right Assurance Vie is one of the most important financial decisions an expat can make when living in France. Assurance vie explained: it is a comprehensive French investment…
For many British expats living in France, managing a UK pension can seem confusing. Many British expatriates, including UK expats and UK expatriates, face challenges managing their pensions when moving…
Opening a bank account in France as a non-resident can feel complicated, especially for UK expats and any foreign national who no longer has an EU address. Yet having a…
For many British nationals who have retired abroad, especially in France, understanding how their UK pension is taxed can be confusing. The good news is that under the right circumstances,…
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