What we do...
Financial Expat specialises in helping expatriates living in France to protect and enhance their finances. Our aim is to
create and provide solutions for expatriates and English speaking foreign residents by way of a broad range of
products and services. We will work with you to plan your finances and make the most of the opportunities offered by
the expatriate lifestyle.
We can help you with:
- Life Assurance
- Retirement Planning
- Mortgages
- Investment Advice
- Inheritance Tax
- Corporate Insurance
- Education Planning
- Health Insurance
- Home & Motor Insurance
.
Financial Expat specialises in helping expatriates living in France to protect and enhance their finances. Our aim is to
create and provide solutions for expatriates and English speaking foreign residents by way of a broad range of
products and services. We will work with you to plan your finances and make the most of the opportunities offered by
the expatriate lifestyle.
We can help you with:
- Life Assurance
- Retirement Planning
- Mortgages
- Investment Advice
- Inheritance Tax
- Corporate Insurance
- Education Planning
- Health Insurance
- Home & Motor Insurance
.
About Us...
I am an English Chartered Institute of Insurance qualified expatriate with over 10 years experience in the UK financial
services market working at management level for several international companies, as well as 8 years exposure to
French life and the potential pitfalls with insurance, investments, pensions and day to day life. Financial Expat is a
proud member of The Spectrum IFA Group, a pan European insurance umbrella group allowing its members to
advise people in many different countries. If, for example, you move from France to Spain, you keep the continuity of
advice with Spectrum’s Spanish members and the same for other countries in Europe. Membership of the Spectrum
group also ensures that we are kept up to date with the varying rules and regulations in Europe
Download our FAQ factsheet Here
I am an English Chartered Institute of Insurance qualified expatriate with over 10 years experience in the UK financial
services market working at management level for several international companies, as well as 8 years exposure to
French life and the potential pitfalls with insurance, investments, pensions and day to day life. Financial Expat is a
proud member of The Spectrum IFA Group, a pan European insurance umbrella group allowing its members to
advise people in many different countries. If, for example, you move from France to Spain, you keep the continuity of
advice with Spectrum’s Spanish members and the same for other countries in Europe. Membership of the Spectrum
group also ensures that we are kept up to date with the varying rules and regulations in Europe
Download our FAQ factsheet Here
Financial Expat is a Spectrum IFA Group partner TSG Insurance Services S.A.R.L. Siège Social: 34 Bd des Italiens, 75009 Paris « Société de Courtage d'assurances » R.C.S. Paris B 447 609 108 (2003B04384) Numéro d'immatriculation 07 025 332 - www.orias.fr |
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Financial Expat
| A Spectrum IFA Group Partner |