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 »Expat Financial Advice Blog Articles
Our team regularly puts together blog posts about relevant French topics and things you should know as an Expat in France.
What we're about
Getting results
Our reputation is built by winning trust, but also delivering on our promises. We love working closely with our expat clients, giving sound financial planning advice to leverage wealth and help grow their investment portfolios.
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Posted by Ryan Frost | May 27, 2025
How to Transfer your UK Pension to France
If you’re preparing to transfer your UK pension to France, it’s important to understand the steps involved, the options available, and how to manage your pension efficiently once it’s transferred.…
Posted by Ryan Frost | Apr 23, 2025
Open an Assurance Vie Before Age 70: A Smart Financial Move for Expats in France
Looking to open an Assurance Vie before age 70? If you are living in France or planning your financial future as an expat, opening an Assurance Vie before the age…
Posted by Ryan Frost | Apr 16, 2025
English Speaking Financial Adviser in Bordeaux
Bordeaux has become one of France’s most desirable destinations for expats. With its elegant architecture, rich culture and world-famous vineyards, it is easy to see why so many from the…
Posted by Ryan Frost | Apr 14, 2025
Assurance Vie Guide 2025
Looking for an Assurance Vie Guide 2025? Assurance vie remains one of the most tax-efficient and flexible investment tools available to residents of France. Whether you are saving for retirement,…
Posted by Ryan Frost | Apr 11, 2025
Can I Get My UK Pension If I Live In France? – A Guide For British Expats
Whether you’re retiring abroad or already living overseas, knowing how to take your pension out of the UK is crucial for securing your financial future. If you’re a British expat…
Posted by Ryan Frost | Apr 09, 2025
How to Apply for an S1 from France: A Complete Guide for Expats
Navigating France’s healthcare system as an expatriate can seem daunting, especially when you’re trying to maintain access to healthcare coverage from your home country. If you’re retiring in France, working…
Posted by Josh Maunder | Apr 07, 2025
Navigating UK Defined Benefit pension transfer for Airbus employees in France
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,…
Posted by Josh Maunder | Mar 31, 2025
How are Assurance Vie withdrawals taxed?
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,…
Posted by Josh Maunder | Mar 24, 2025
Lombard Assurance Vie: Lower Fees and Boost Performance
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…
Posted by Josh Maunder | Mar 17, 2025
Challenges of Holding ISAs for British Expats in France
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…