Financial Advisor in Roubaix
Asset management, investment, tax optimization, and estate planning – Our expertise helps you minimize your taxes and maximize your financial efficiency.
Our financial expertise
Wealth management
We specialize in property investments and we will be able to assist you with your property portfolio oversight.
Financial investment
Grow and spread your wealth with high-performing investment options, including listed shares, SCPI, unlisted investments, and other solutions suited to your investor profile.
Tax optimization and reduction
Optimize your taxation with beneficial tax-efficient strategies such as Censi-Bouvard, PME investments, and other tailored solutions to enhance your tax efficiency while preserving your assets.
Insurance & financial protection
Secure tomorrow for you and your family with personalized plans, including estate protection, income security, medical insurance, 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 Roubaix?
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 Roubaix
Why hire a financial advisor in Roubaix?
The financial decisions you make today can have a significant influence over time on your tax liability and asset planning. A Roubaix-based wealth advisor is here to help you optimize your choices and prepare effective asset management strategies.
With deep expertise in French taxation, especially for non-residents and international clients, a tax and wealth specialist offers personalized advice to maximize opportunities while avoiding tax pitfalls. Whether you want to minimize taxes, secure your future, or structure your assets, we accompany you throughout the process.
What is the cost of wealth management advice?
We charge €700 per hour for consultations. At our firm, we offer precise, practical financial advice. A sound and expertly crafted financial plan 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 first meeting, we carefully assess your priorities, fiscal profile, and investment intentions. Whether it’s tax optimization, real estate investment, expatriation, or estate planning, this step defines our strategic approach.
After a detailed review, our specialist shares strategic options. We detail each possibility, any relevant fiscal incentives, and key safeguards to minimize risk.
Once the strategy is defined, we assist in the practical setup, including administrative procedures, funding strategies, and declaring your taxes efficiently.
Depending on your needs, we offer continuous support to adjust your strategy according to market changes, new regulations, or your life circumstances. 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.