Financial Advisor in Quimper
Financial planning, portfolio management, fiscal efficiency, and estate planning – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
Our firm focuses on property investments and we can help you with your management of your real estate assets.
Financial investment
Expand and secure your assets with top-tier investment solutions, including stocks, real estate investment trusts, private market assets, and other options tailored to your financial objectives.
Tax optimization and reduction
Lower your taxes with attractive fiscal arrangements such as Censi-Bouvard, investments in small and medium enterprises, and other personalized strategies to improve your fiscal performance while preserving your assets.
Insurance & financial protection
Safeguard your future and that of your loved ones with tailored strategies, including life insurance, capital preservation, healthcare solutions, and protection for your dependents, 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 Quimper?
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 Quimper
Why hire a financial advisor in Quimper?
Your current financial choices can have a significant influence over time on your tax liability and financial organization. A Quimper-based wealth advisor helps you optimize your choices and prepare effective asset management strategies.
With deep expertise in the French tax system, especially for non-residents and international clients, a financial advisor offers personalized advice to seize tax advantages while avoiding tax pitfalls. Whether you want to minimize taxes, secure your future, or build a solid wealth structure, we guide you through every step.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At FTO, we deliver straightforward, results-driven guidance. A sound and expertly crafted financial plan can generate significant long-term savings.
How does a consultation with FTO work?
A consultation with our financial experts is conducted in a strategic and organized manner to ensure tailored, high-impact assistance:
During the first meeting, we carefully assess your objectives, current taxation, and investment intentions. Whether it’s minimizing your tax burden, real estate investment, relocation abroad, or wealth management, this step defines our strategic approach.
After a detailed review, our advisor shares strategic options. We detail each possibility, any relevant fiscal incentives, and important warnings to prevent financial missteps.
Once the strategy is defined, we guide you through their implementation, including formalities, investment choices, and tax filing optimization.
Depending on your needs, we ensure long-term assistance to refine your financial plan according to financial trends, legal updates, or your changing objectives. 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.