Paris Financial Advice

Financial Consultants & Advisors

Offering over 25 years experience as a certified Financial Planner (CertFA) Simon Verity has been giving financial advice in France for over 12 years to expats living in the country, specifically in the Paris region. 

Advice on Mortgages, Investments, Pensions, Savings, Estate Planning, Wills and Currency Exchange


All initial advice is free of charge and with no obligation to proceed.


Mortgages

Gaining a mortgage for a French property as a non French National can be difficult and French lending rules can be tough. After an initial discussion we will make the connections required to make things happen.


Investments/Savings/Pensions

International clients have international needs. We have flexible solutions for all requirements that cover both lump sum and regular savings that are tax efficient for France and can adapt should the need arise


Estate Planning

French inheritance planning and inheritance tax rules can appear to be very complicated and as a resident of France there are many things that need you need to consider. 


Currency Exchange

We are 99% sure we can beat any exchange rate you are given through our contacts and in house facility and it will cost you nothing to find out.

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