Expats in France

Moving to France as an Expat is a thrilling adventure with many opportunities. However, one thing that needs to be taken into account is the solidity of your finances.

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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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Moving to France as an expat is a thrilling adventure with many opportunities. However, one thing that needs to be taken into account is the solidity of your finances. Whether you’re thinking of moving to France or you’re one of the 4 million expats in France already, understanding how to invest, how to buy a property or how to invest in a pension could be tricky at first.

With its richness of sights, cuisine and culture, as well as great quality of life, France is home to over 5 million foreigners, making expats over 7% of its population. If you’re an expat in France, Harrison Brook is here for your financial needs.

If you are moving from the UK or the US we also have specific solutions to fit your needs.

Which Describes You?

As a UK Expat moving to France or an expat in France already, we can offer you a wide range of products and services, from UK SIPPs to more French-orientated products like Assurance Vie.

Services You May Be Interested In

International SIPP

A Self Invested Personal Pension (SIPP) is a very flexible pension plan that allows you to take control of your own investment decisions when saving for your retirement. They provide greater choice and flexibility regarding investments, tax benefits and currency choice. Find out more »

QROPS

A QROPS, Qualifying Overseas Pension Scheme, is a type of expat pension that is recognised by the UK government. Find out more »

Assurance Vie

If you are an expat in France, then it is likely you have come across the concept of an Assurance Vie. They are available through various institutions and are geared towards retirement for lump sum investments. Find out more »

As a US Expat moving to France or an expat in France already, you may have noticed that finding financial institutions able to match your US Citizen requirements is not an easy task. At Harrison Brook we have advisers specialized in assisting US Nationals and we can offer products like IRA or 401k rollovers.

Services You May Be Interested In

Taxable Brokerage Account

Explore investment options tailored for American expats in France with our IRS-compliant taxable brokerage accounts, ensuring your portfolio is optimized and secure. Find out more »

What Our Customers Say

Don't just take our word for it, here's what some of our clients have to say.

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Testimonials

  • "I found my personal private client adviser Ryan Frost to be very efficient, knowledgeable and helpful. I will not hesitate to recommend his services to others."

  • "Prompt reliable and expert help when needed.Transparent disclosure of all the costs involved. Friendly and efficient service I would highly recommend."

  • "Sound advice in difficult times. Acceptable prices when compared with alternatives. Regular contact and updates in clear understandable form."

  • "I found my personal private client adviser Ryan Frost to be very efficient, knowledgeable and helpful. I will not hesitate to recommend his services to others."

  • "Excellent customer service all the way through, professional, proactive, patient in answering all my questions, immediate answer to emails, great follow up and communication, deep legal knowledge and legal experience in the field, all of which helped in having my pension transferred in a faster amount of time than normal. I’ve rarely received such swift and excellent customer service before. The whole complex pension transfer experience could have been heavy and stressful, but instead it was the whole opposite."

  • "I would definitely recommend Harrison Brook to other people. My experience in working with our financial advisor was extremely positive. Speed of response and the level of attention to our needs and requests was great. Administration support was flawless."

Harrison Brook has a 5 star independent service rating on Feefo

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