There is an art to forming a good finantial plan.

 

First, it is highly personal and secondly it must focus on both long and short term views. These views are determined and defined by assets, personal tax and retirement issues and coping with the financial effects of illness or death. You may feel that you have a grasp of certain subjects but not of all the components. You want to move forward, but not before you can see the complete picture.

 

This is where an I.F.A. (Independent Financial Advisor) can help you create a plan to cover all areas of your personal finances. Developing your financial plan is a joint effort and we will combine your goals with our expertise to provide a plan that meets your needs.

 

We can also provide a service for English speaking people living in France on a full or part time basis. We can advice of the tax consequences of full or part time residency according to the French tax law. We offer a referral service of English speaking notaires, accountants, bankers, lawyers and estate agents to simplify your transition between your native country and France.

 

The opinion of a specialised IFA is a necessity for our French clients who want to invest in Great Britain, Ireland or Florida. Please feel free to contact us with your questions and together we can study your personal situation.