Request a free introduction to an independent Assurance Vie specialist
Gain expert guidance to help you understand your assurance vie options and how an assurance vie could offer you tax efficient investment options. Request a free introduction and we’ll connect you to one of our trusted independent financial advisors who will provide you with independent financial advice tailored specifically to you.
Simply fill in the short form below to give us a better understanding of your circumstances and the help you may need. We’ll use this information to connect you to the most suitable fee-based advisor in our network.
Helping you make smart choices for a better life at home and abroad
Request an introduction to one of our trusted fee-based assurance vie specialists
Our introductions are a personalised, high quality service that connects people to our panel of trusted experts, each qualified to provide tailored advice and guidance.
With the help of our experts you can be sure that you will receive the help you need to make smarter decisions about your financial matters.
Fee-based financial advice
Our independent experts are qualified to assist with the nuances of the financial situations for British expats living in France and will be able to provide you with trusted independent advice.
Whatever your requirements, our experts will be able to help.
Claim your free consultation
Our hand selected independent financial advisor will offer an initial free consultation lasting up to 30 minutes to provide trustworthy answers to your general questions.
If you need further assistance, a more detailed discussion will take place incorporating a fact-find and risk assessments.
Tailored advice you can trust
All of the experts in our network are selected through a rigorous selection process and are hand selected based on the information you provide.
No automation, no robots, no algorithms. Just tailored advice you can trust.
Additional services following the consultation.
If you decide you need further assistance or paid service after your free consultation has been conducted, all potential charges and services will be clearly explained so that you can make the decision to proceed or not based on what works for you.
There is no sales push and you are under no obligation to follow up with paid services following the consultation if they are not required.
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So good to talk to someone with professional experience of expat issues without having to shop around to find someone first.
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I would just like to thank you very much for putting me in touch with a specialist in your network. He was an enormous help to me and seemed to have a good understanding of my situation and was able to address my questions very adeptly and very quickly. I spoke with him last week and it was really helpful, as was his follow-up email.
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Excellent responsiveness from both site and chosen consultant. Initial consultation suggests they have experience with my specific, complicated situation – which has been difficult to find from my own research.
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Although my personal situation and circumstances are a bit complicated Alan was very professional and took the time to understand the various issues and concerns. He’s come back with some things for me to consider after which I’ll make some decisions about how to proceed.
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