Financial Consultants & Advisors

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Specialist accountants and advisors for small to medium sized companies. Good quality/price ratio. Auditor; Due diligence; Tax planning and advice; Accounting (outsourcing admin; payroll and social charges specialist)
 
Richard Morgan Advisory
Based in Paris, provides corporate finance and strategic advice for the consumer and luxury goods sector. Advisory services: mergers and acquisitions; management buy-outs; private equity placements; licensing and business development advice.
HSBC
Retail, corporate and investment banking, asset management and insurance, private and business banking. Investment advice, placing and savings. Agencies across the Ile de France region.
Swiss Life Bank (Banque Privee Fideuram Wargny)
Asset management, financial planning, portfolio management, stock market and taxation advice. Based at 7 Place Vendome (Arr 1) Metro: Opera
du Pasquier et Cie
Registered investment advisor. 19 avenue Franklin D. Roosevelt (Arr 8)
Groupe Omnium Finance
Advisors in independent investment and real estate finance.
Paris Financial Advice
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. 
Montety, Feral & Cie
Company offering consulting services for company directors in France, especially as regards the sale or purchase of small and medium sized companies. 9 rue Ambroise Thomas (Arr 9) Metro: Bonne Nouvelle
Fiduciare France Conseil
Consulting firm that can offers assistance in starting, organising, structuring, buying, selling or ceding your company in the Ile de France. 33 rue Vivienne (Arr 2)
Comptabis
Accounting and advisory services. 19 rue Martel (Arr: 10)
AFER
Local AFER agency offering financial consultancy. 9 rue du Vieil Abreuvoir (78) Saint-Germain-en-Laye.
Lowendalmasai
Multidisciplinary team offering cost management services. Deals with tax, procurement, employers charges, working capital. 7 rue Emmy Noether, St Ouen (93). RER C: Saint-Ouen.
France Home Finance
Best rates & advice on French Mortgages - Insurance - Pensions France Home Finance is the leading independent broker for French mortgages, French health, travel insurance, French home insurance and pensions. Independant advice will save you money!
Global Financial Services
Independent financial advisor based in Paris.
Eight Advisory France
Independent advisory firm which offers financial and operational consulting services. 40 rue de Courcelles (Arr 8). Metro: Courcelles.
Axis Strategy Consultants
Financial advice to British expats in France and elsewhere on QROPS, Retirement planning and wealth management.
TMF France
A range of services to assist clients to set up and operate their corporate structures world-wide. Services include: investment banking and administration of investment funds. At 52 Rue de la Victoire (Arr 9). Metro: Notre-Dame-de-Lorette
Allianz
Financial advice and insurance of all kinds. See website for more information and contact details.
AP Management
An independent Mergers and Acquisitions consulting firm specialised in the IT sector. 36 rue du Mont Thabor (Arr 1) Metro: Concorde
Natixis
Offering financial expertise in three areas: wholesale banking; investment solutions; and specialised Financial services.
The Spectrum Group
Independent Financial adviser, specialising in the financial planning needs of expats. 
BNY Mellon
Investment company offering services including asset management, securities servicing, treasury services and wealth management. 13-15 Boulevard de la Madeleine (Arr 1). Metro: Madeleine.
Smart Money Planning
Personal finance coach offers workshops and coaching.
Elitax
Assistance with filing taxes and tax returns in France, and questions on tax forms. Call or visit website to make an appointment. 19 quai de la Seine (Arr 19) Metro: Stalingrad
AXA Investment Managers
A multi-specialist asset management company within the AXA Group, one of the largest European-based asset managers, serving clients in eleven countries. Tour B, La Defence 4, 100 espl de General de Gaulle (92) La Defense. Metro: La Defense.

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