What we're about
Gaining Trust
We work hard to become your friendly and approachable, go-to financial planning team. We offer sensible, transparent advice and win our clients’ confidence with honest and knowledgeable guidance that works.
Read more »Expat Financial Advice Articles
Our team regularly puts together blog posts about the current market situation or relevant topics.
What we're about…
Working Smart
We work efficiently for our clients, adding value wherever we can by being pro-active, and making the most of our expertise by recognising and utilising the simplest, most effective financial planning solutions..
Read more »
Posted by Cedric Bernier | Oct 22, 2024
How to find a US financial advisor in the South of France
Are you an American living in the south of France, or considering a move to France? Are you worried about how to find a local US financial advisor in your…
Posted by Eric Frison | Oct 17, 2024
What is ESG? – Investment Basics
What is ESG, and why is it important to investing? The world of finance is full of acronyms, and ESG – Environment, Social, and Governance – is finding itself more…
Posted by Eric Frison | Sep 23, 2024
Investment Basics: What Is a Custodian bank?
Are you new to investing and was wondering: what is a custodian bank? Many new investors get lost in the terminology and the way investment accounts are set up. A…
Posted by Eric Frison | Sep 16, 2024
How to live in France Tax-Free
Wondering how to live in France Tax-Free? Are you an American “taxbird” living in France, constantly returning to the US every six months to avAre you an American thinking of…
Posted by Cedric Bernier | Sep 11, 2024
FATCA Form 8938
As tax season rolls around, many American expats are coming face to face with their FATCA obligations, and the infamous FATCA Form 8938. While it is not illegal to maintain…
Posted by Cedric Bernier | Sep 09, 2024
US Stock Options for US expats when living in France
Are you one of the many American expats living in France with American stock options from a previous employer? If you are looking for US stock options for US expats,…
Posted by Cedric Bernier | Sep 04, 2024
What is an ETF?
Are you new to investing and are wondering what is an ETF? The financial world is filled with acronyms and jargon that leave many new investors feeling lost. Exchange-Traded Funds…
Posted by Cedric Bernier | Sep 02, 2024
Are Government-Backed Investments Right For Me?
Are you asking yourself, are government-backed investments right for me? Investing can be a daunting endeavor, especially for those new to the world of finance. Government-backed investments provide security and…
Posted by Cedric Bernier | Aug 28, 2024
Do I need a financial advisor?
How do I know if I need a financial advisor? Have you kept your head in the sand regarding your finances and now your investments are begging for help? There’s…
Posted by Cedric Bernier | Aug 26, 2024
Moving to France: The essential immigration guide for American expats
Navigating the move to France can feel like a labyrinth of unfamiliar rules and procedures. A crucial first step is the immigration process, which grants you legal residence, and opens…