Financial Advisor in Poitiers
Asset management, capital growth strategies, tax planning, and life insurance – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
Our firm focuses on real estate asset strategies and we are equipped to support you in your property portfolio oversight.
Financial investment
Diversify and grow your capital with high-yield opportunities, including equities, SCPI, unlisted investments, and other options tailored to your financial objectives.
Tax optimization and reduction
Optimize your taxation with beneficial tax-efficient strategies such as Censi-Bouvard, PME investments, and other tailored solutions to improve your fiscal performance while preserving your assets.
Insurance & financial protection
Secure tomorrow for you and your family with personalized plans, including life insurance, income security, healthcare solutions, and family-focused safeguards, in collaboration with our carefully selected experts.
What our clients say
Officially Accredited
With over 400 businesses accompanied monthly, we are officially accredited by the French tax authorities to submit electronic tax filings, ensuring rigorous and fully compliant accounting services.
Get in touch!
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Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Poitiers?
At French Tax Online, we are committed to being your trusted partner for financial and tax management in France. With a proven track record and a team led by three certified chartered accountants, we guide our clients in making strategic financial decisions with integrity, transparency, and efficiency.
Our team behind the door.
Our Vision.
We aim to be the most reliable tax reference partner for foreigners in France.
Our Mission.
Our mission is to build customer relationships founded on commitment, integrity, and mutual trust.
We offer our customers a high level of expertise and service quality, ensuring that they feel valued and unnecessary costs are minimized.
FAQ: Financial advisor in Poitiers
Why hire a financial advisor in Poitiers?
Your current financial choices can have a long-term impact on your fiscal status and financial organization. A Poitiers-based wealth advisor is here to help you make informed decisions and prepare effective asset management strategies.
With strong knowledge in French taxation, especially for expatriates and foreign investors, a tax and wealth specialist delivers custom guidance to seize tax advantages while avoiding tax pitfalls. Whether you want to minimize taxes, secure your future, or build a solid wealth structure, we accompany you throughout the process.
What is the cost of wealth management advice?
We charge €700 per hour for consultations. At FTO, we offer precise, practical financial advice. A professional and high-quality financial strategy can generate significant long-term savings.
How does a consultation with FTO work?
A session with our wealth management specialists is conducted in a strategic and organized manner to ensure custom and efficient guidance:
During the first meeting, we take the time to understand your financial goals, tax situation, and investment plans. Whether it’s minimizing your tax burden, real estate investment, international mobility, or wealth management, this step defines our strategic approach.
After a thorough assessment, our expert shares strategic options. We explain the available options, potential tax benefits, and key safeguards to prevent financial missteps.
Once recommendations are validated, we guide you through their implementation, including paperwork, funding strategies, and tax filing optimization.
Depending on your needs, we provide ongoing follow-up to refine your financial plan according to market changes, new regulations, or your personal financial evolution. Our experts ensure that your decisions remain aligned with your financial objectives.
Can I get a free consultation?
Our consultations are paid to guarantee high-quality, personalized service. Each analysis is carefully conducted by an expert who reviews your case in detail to provide recommendations tailored to your specific situation.
You can also get an initial 15 minute free consultation with our sales director to understand your situation and ensure our service is right for you. Click here to book it now.