International Financial Planner
CurrentI am a qualified and experienced financial planner and investment adviser. My clients are all English speaking expatriates living permanently in France, or planning to move to France. I provide A-Z planning including cash flow analysis of future revenue and expenditure, tax planning for efficient income and inheritance and retirement planning to help you understand what your retirement in France will look like. I only want to build long term mutually beneficial relationships with my clients and so being transparent about the pros and cons and the costs of financial and fiscal solutions is vitally important to me; no one should invest in something they don't understand. My clients are protected by a high level of local regulation, we do not passport or 'trip' into France but live in the communities we work with. I am passionate about responsible investing and believe we have an obligation (and an opportunity) to ensure that our capital is put to use growing for us at the same time as not borrowing from the future generations. We must all work together to fix the problems we have jointly created.
