Financial Advisor in Calais
Asset management, portfolio management, tax optimization, and personal insurance solutions – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
Our firm focuses on property investments and we will be able to assist you with your management of your real estate assets.
Financial investment
Grow and spread your wealth with top-tier investment solutions, including equities, SCPI, private equity, and other solutions suited to your investor profile.
Tax optimization and reduction
Reduce your tax burden with attractive fiscal arrangements such as Censi-Bouvard incentives, SME-focused assets, and other customized approaches to improve your fiscal performance while preserving your assets.
Insurance & financial protection
Secure tomorrow for you and your family with customized solutions, including life insurance, income security, health coverage, and protection for your dependents, in collaboration with our reliable partners.
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 Calais?
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 Calais
Why hire a financial advisor in Calais?
The choices you make regarding your finances today can have a lasting effect on your fiscal status and asset planning. A financial advisor in Calais helps you optimize your choices and plan optimal approaches for your wealth.
With deep expertise in the French tax system, especially for expatriates and foreign investors, your advisor provides tailored recommendations to maximize your financial potential while staying clear of costly mistakes. Whether you want to reduce your tax burden, secure your future, or optimize your estate, we guide you through every step.
What is the cost of wealth management advice?
We charge €700 per hour for consultations. At FTO, we provide straightforward, results-driven guidance. 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 based on a clear, step-by-step methodology to ensure personalized and effective support:
During the initial consultation, we carefully assess your financial goals, fiscal profile, and investment plans. Whether it’s tax optimization, property acquisition, relocation abroad, or asset structuring, this step defines our strategic approach.
After analyzing your situation, our expert presents customized solutions. We explain the available options, associated tax advantages, and important warnings to avoid costly mistakes.
Once solutions are identified, we support you in applying them, including administrative procedures, asset selection, and fiscal declarations.
Depending on your needs, we ensure long-term assistance to adapt your approach according to economic shifts, legal updates, or your life circumstances. Our experts make sure your strategy stays relevant and effective.
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.