Moving to France
Are you moving to France for the first time?
Unsure how to manage your finances as a new resident of France? You can speak to an Aisa International France qualified and French-regulated investment adviser, who has direct experience of managing your finances as an expat in France.
How can we help you?
We are specialised investment, mortgage and insurance advisors with specialist knowledge of financial services in France. We can provide you with a full financial plan, or more limited and focused advice on a specific area.
Full list of services that we can provide:
Investment accounts based in France, the UK or other third party countries.
Foreign currency brokerage to ensure that you are getting competitive exchange rates on your foreign currency transfers.
French compliant “assurance vie” investment products and other French regulated products such as plan épargne retraite (PER) and plan épargne actions (PEA).
Management of UK pensions for residents of France and Monaco.
United States tax efficient investment portfolios for US citizens
French property and mortgage advice
Assed-based finance from private banks in Monaco, which can be used to purchase properties, yachts or even private jets.
Specialist loan brokerage such as lifetime equity release, debt consolidation and business loans.
French life insurance advice.
An introduction to French tax advisors, accountants and tax attorneys, specialised in expats and international clients.
Outside of these specific services, we can also help you with any general questions that you have about moving to France, such as the best areas to live in and guidance on access to healthcare, visas, residency cards and citizenship.
Free Initial Consultation
Thinking about making the move? Let’s talk. We offer a free, no-obligation initial consultation to discuss your financial needs and how we can help make your transition to life in France as smooth as possible. Feel free to contact us to arrange a meeting.