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.
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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…
Working Smart
We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..
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Posted by Josh Maunder | Sep 09, 2024
Why British Expats in France Need a Local Financial Adviser Post-Brexit
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…