Financial Advisor in Le Havre
Wealth management, portfolio management, tax planning, and personal insurance solutions – Our know-how ensures optimal taxation and smarter financial outcomes.
Our financial expertise
Wealth management
We are specialized in real estate asset strategies and we can help you with your management of your real estate assets.
Financial investment
Diversify and grow your capital with top-tier investment solutions, including equities, SCPI, private equity, and other strategies aligned with your investment goals.
Tax optimization and reduction
Optimize your taxation with beneficial tax-efficient strategies such as Censi-Bouvard incentives, PME investments, and other customized approaches to improve your fiscal performance while protecting your capital.
Insurance & financial protection
Secure tomorrow for you and your family with tailored strategies, including estate protection, financial protection, 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 Le Havre?
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 Le Havre
Why hire a financial advisor in Le Havre?
The choices you make regarding your finances today can have a significant influence over time on your tax situation and wealth management. A Le Havre-based wealth advisor helps you refine your strategy and plan optimal approaches for your wealth.
With in-depth understanding in domestic tax regulations, especially for non-residents and international clients, a tax and wealth specialist delivers custom guidance to maximize opportunities while staying clear of costly mistakes. Whether you want to lower your fiscal exposure, plan for retirement, or structure your assets, we support you at each stage.
What is the cost of wealth management advice?
The hourly consultation rate is €700. At French Tax Online, we deliver clear and actionable financial 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 conducted in a strategic and organized manner to ensure tailored, high-impact assistance:
During the initial consultation, we get a full picture of your objectives, tax situation, and investment intentions. Whether it’s fiscal planning, real estate investment, international mobility, or asset structuring, this step lays the foundation for our advice.
After a thorough assessment, our specialist shares strategic options. We walk you through the alternatives, any relevant fiscal incentives, and key safeguards to avoid costly mistakes.
Once recommendations are validated, we assist in the practical setup, including administrative procedures, asset selection, and fiscal declarations.
Depending on your needs, we ensure long-term assistance to refine your financial plan according to market changes, legal updates, or your changing objectives. Our experts help you stay on course to meet your goals.
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.