Financial Consultants & Advisors

Find a financial adviser in southwest France for tax planning, assistance with financial matters and investment management. Get help with the property purchase process if you are buying a home in the Dordogne region.

French-Money-Matters.com
Under the banner of the international group Generali we cover the full span of insurance services with a specific expertise on tax and financial matters. For down to earth advice on pensions, savings and investment and tax planning contact Anne Gardini.
The Legacy Superannuation Trust
Occupational Retirement Scheme is registered, tax-recognized and non-vested. Available to anyone of any nationality, wherever you work, and whatever your occupation. Get more information and become a member!
Keys To France Ltd
At Keys To France we offer our clients a personalised, tailor made Property Search and Financial Advice service. We specialise in the Dordogne region of France and our main aim is to help unlock the dream for those wanting to relocate or invest in this re...
Pioneer France
Foreign exchange and international payments. Assistance with the property purchase process. Mortgage and loan services. Located in Fleurac (24).
Lazard
Bordeaux based international financial advisory and asset management firm. They are part of the international Lazard Group. Ask for Jean Louis Castets who speaks English. Located at 8 rue de Chateau-Trompette, Bordeaux, Gironde (33).
Harrison Brook
Harrison Brook is a leading international financial consultancy of expatriate financial services advice in France and globally. Our financial advisers help expats with their UK pension transfers, savings, investments and insurances.
Blevins Franks
Since 1975 BlevinsFranks have provided tax planning and wealth management to clients throughout Continental Europe and the UK. Investment management, QROPS and tax planning advice. Contact Nicholas Pasco in Bergerac, Dordogne (24).
Cabinet Yvonne Drolshagen
Offers independent financial advice in the Bergerac, Eymet, Duras and Marmande region. French tax, French inheritance laws, mortgage and loan offers, equity release, investments, family trusts, family protection, and more.

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