Assurance Brokerage

This is one of our regulated activities, which covers the areas of life assurance (investments) and insurance(risk).

As brokers, we are bound to consider a sufficient number of contracts to be able to make a recommendation, but are not bound to consider every contract from every provider available, but then neither do we work with only a few set assurance companies.

Investments

This is a new regulatory statute since 2012, and covers all banking activities, especially, in our case, that of credit.

As such therefore, we source, present and recommend the loans and mortgages that the most appropriate for our clients, whether buying in France a main residential home, or a secondary residency.

Financial Advice

This is our main activity, confined to those appropriately qualified and resident permanently in France, and is actually defined as :

« persons who are qualified and who exercise an advisory activity in the domains defined by article L.541-1 of the Code Monétaire et Financier (banking operations, operations concerning financial instruments), and the provision of investment advice or ancillary services … »

Legal and Fiscal Advice

It is not possible to give financial advice without also dealing with legal and fiscal matters, and to do so in a manner more appropriate than that of simply providing information.

In France, these legal and fiscal advisory activities are regulated by law n° 70-1130 of the 31st December 1971.

Insurance

In addition to the services mentioned and in addition to completing audits and reviews of any part, or the whole, of both net assets and net income, we also offer , through a partner, additional insurance services.

Property Related Investments

There is an investment for everyone, but not all investments are suitable to everyone.

…and it is part of our service to find the right one for you, and ensure it is in the most appropriate medium for you to enhance and safeguard your legal and fiscal situation.