Financial Planning & Investments

Banque Populaire Grand Ouest
English speaking contacts for bank accounts, current accounts and savings or investment accounts. Also insurance services and financial advice.
Blacktower Financial Management
Advice on savings, investments, insurances, mortgages, currency exchange, taxation and estate planning. Based in Nantes.
Blevins Franks Wealth Management (BFWM)
Integrated tax planning and wealth management.
Nathalie Pinvidic
Mortgage broker based in Saint-Malo and Saint-Grégoire.
Eureka Courtage
Financial advisors specialising in real estate loan, professional loan and borrower insurance.
The Spectrum IFA Group
European-wide financial advisory service for English speaking expatriates, assisting with all aspects of financial planning.
Societe Generale
Offering banking facilities through their bank network. Offering, banking services, house and car insurance, mortgages and financial advice.
Financial advice and wealth management advisor. Based in Saint-Malo.
De Sancy & Associés
Wealth management, financial and real estate investments.
Alliance Finance Courtage
Services offered include real estate loan brokerage, credit buyback, loan insurance and financial advice.