Financial Advisor in Limoges
Asset management, investment, fiscal efficiency, and estate planning – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We specialize in real estate investments and we can help you with your management of your real estate assets.
Financial investment
Grow and spread your wealth with top-tier investment solutions, including stocks, property funds, private market assets, and other solutions suited to your investor profile.
Tax optimization and reduction
Lower your taxes with advantageous tax schemes such as Censi-Bouvard incentives, investments in small and medium enterprises, and other customized approaches to optimize your taxation while protecting your capital.
Insurance & financial protection
Safeguard your future and that of your loved ones with customized solutions, including estate protection, financial protection, health coverage, and family security, 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!
Let’s start a conversation. Tell a bit yourself and send you inquiry to us. we’ll get back to you as soon as possible.
Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Limoges?
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 Limoges
Why hire a financial advisor in Limoges?
The choices you make regarding your finances today can have a significant influence over time on your tax situation and financial organization. An expert financial consultant in Limoges is here to help you make informed decisions and prepare effective asset management strategies.
With deep expertise in French taxation, especially for non-residents and international clients, a financial advisor offers personalized advice to maximize opportunities while avoiding tax pitfalls. Whether you want to minimize taxes, organize your retirement, or structure your assets, 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 precise, practical financial advice. A strong, well-designed wealth strategy can help you save substantial amounts in the long run.
How does a consultation with FTO work?
Meeting with one of our financial advisors is conducted in a strategic and organized manner to ensure personalized and effective support:
During the initial consultation, we get a full picture of your priorities, fiscal profile, and investment intentions. Whether it’s minimizing your tax burden, property acquisition, relocation abroad, or estate planning, this step lays the foundation for our advice.
After a detailed review, our advisor shares strategic options. We explain the available options, potential tax benefits, and necessary precautions to minimize risk.
Once the strategy is defined, we assist in the practical setup, including paperwork, investment choices, and fiscal declarations.
Depending on your needs, we provide ongoing follow-up to adapt your approach according to market changes, new regulations, or your personal financial evolution. 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.