Jump to content
Complete France Forum

IFA's


cajal

Recommended Posts

We are at present, prior to our permenant relocation to France later this year, in the process of seeking financial advice in the form of investments, tax liabilities, capital gains etc. etc.

Last year we acquired Blevins Franks publication " Living In France" which we have duly trawled (twice)and have recently approached the company with a view to them setting out a financial plan on our behalf.

Before we commit ourselves to their services ( we have been quoted just shy of 1000 for their assistance in these matters) we would be interested to know if any other forum members have contracted the services of Blevin Franks.

If you have we would be interested to hear of your experiences with this company.

Did you find their service relevant to your cicumstances?
Did you find their service useful to your circumstances?
Did you find their service good/bad/indifferent?
If, searching again for financial advice, would you use them again?
Any other comments you would care to make regarding your experience with this company would be gratefully received.

Finally, if anyone has any experience of other financial advisors and would care to share their experience with us we would be most grateful.

TIA

cajal
Link to comment
Share on other sites

  • 4 months later...

Having just been fishing in the Finance File here hoping for an insight into the workings of Blevins Franks, I found the above message requesting exactly the info I hoped for... but no responses.

So, 6 months on, I thought I'd reiterate the request: has anyone used one of these France specialists for advice? If so, has anyone any thoughts they want to share - either via the site or via my inbox?

And if so: thanks in advance.

Carole
Link to comment
Share on other sites

We actually used the services of Blevins Franks on Tuesday of last week.

The meeting was held at their offices here in London where we had the sevices of two of their tax advisors for approx two hours. Although we have done our own extensive research in the field of tax avoidance (not evaision) and financial investment we found that we were able to gain far more insight into the whole workings of the French system and our specific requirements regarding capital gains, inheritance and wealth tax, social charges, estate planning etc. etc.

Mrs cajal had a follow up meeting, of about one hour the following day, specifically with regard to her pension situation. (Mine is pretty well clear cut). We are now awaiting a call/meeting with one of their investment advisors who is at present in Spain.

They will forward a report to us with advice and recommendations within 7 - 10 days. We are also able to have follow-up meetings / discussions during the next 6 months inclusive within the fee.

Only time will tell if the advice issued was good/useful or not but the meeting has enabled us to implement procedures that are relevant to our situation sooner rather than later.

As I said earlier, we have done extensive research, but we felt that books and conversations will only produce generalised information and what we were looking for was advice specifically regarding our situation and circumstances. Ultimately, I am sure we will more than recoup their charges having used the advice they have offered.

Hope that helps

cajal
Link to comment
Share on other sites

Archived

This topic is now archived and is closed to further replies.

×
×
  • Create New...