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…
Keeping it simple
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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Posted by Ryan Frost | Jun 19, 2025
How to Find an English Speaking Financial Adviser in France?
Wondering how to find an English speaking financial adviser in France? Moving to France or living there long term brings unique financial challenges. Planning your move to France requires careful…
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 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 Ryan Frost | Mar 20, 2023
What to do with a UK ISA as a French Resident?
What to do with a UK ISA as a French Resident? If you are a French resident, you may already have one or more UK Individual Savings Account’s (ISA’s) from…
Posted by Ryan Frost | May 05, 2022
Finding a Trustworthy Financial Adviser in France
Finding a trustworthy financial adviser in France Finding a financial adviser can be challenging, particularly in a country that you have just moved too. Not every individual needs a financial…
Posted by Ryan Frost | Jan 05, 2022
Capital Gains Tax (CGT) in France on Investments
Capital Gains Tax (CGT) in France on Investments Capital Gains Tax (CGT) in France on investments is not straightforward. It’s important to understand how gains are taxed as a French…
Posted by Ryan Frost | Sep 22, 2019
Investment for Expats in France
Investment for Expats in France Any expat living in France who has considered investing for their future will have come across an Assurance Vie. An Assurance Vie offers significant tax…
Posted by Ryan Frost | Feb 13, 2019
Encashing my pension to France
If you have lived in the UK, built up a pension and are now relocating to or back to France, there are options allowing you to access your monies without…
Posted by Ryan Frost | Jan 11, 2019
Applying for carte de séjour post Brexit?
UK Nationals, as EU citizens are perfectly entitled to be a permanent resident in France without having to obtain an official permit so should you only apply for a carte…
Posted by Ryan Frost | May 04, 2018
Solvay restructuring – is your pension secure?
Just recently on 29th March 2018, the speciality chemicals group known as Solvay announced preparing to shed at least 600 jobs in its ongoing efforts to restructure the company. The…