Should I keep my savings and investments in sterling or change them into Euros?
What is the best way to ensure I am protecting my pension assets?
What are the tax implications of becoming a French Resident?
Just a few of the many questions Siddalls can help you answer
Siddalls has an established reputation for providing financial advice and solutions for the British community living in France for over 12 years and over 98% of our clients who have been advised by Siddalls have expressed they would be happy to recommend our services on to others.
Living in France will inevitably have an impact on how you manage your finances whether you have lived in France for 1 year or 20 years. Our bespoke service provides recommendations on how to arrange your finances in accordance with your personal requirements and the French fiscal system. Siddalls can provide you with assistance on:
· Taxation advice
· The French inheritance system
· Pensions advice and managing your money for your retirement
· Protecting your assets
· Savings and investment management
· French mortgages
The Siddalls' team of Independent financial advisers are fully conversant with both the French and UK fiscal systems and can provide expert advice on how to maximise your benefits and minimise your taxes. Our bilingual staff that work throughout France are there to provide up to date information and a supportive on-going service.
Your Siddalls' local regional adviser is Peter Wakelin
Peter had been working within the financial services sector for over 25 years. Prior to joining Siddalls and moving to France, Peter was a UK based independent financial adviser for the last 15 years. He joined Siddalls in March 2007, looking after the servicing requirements of both new and existing Siddalls clients in primarily the Aquitaine region of France, encompassing the departments of the Gironde, Dordogne, Lot-et-Garonne, Landes, Pyrenees-Atlantiques, and part of the Gers and Hautes-Pyrenees.
To find out more about Siddalls services please contact Peter Wakelin
Tel: 05 56 34 75 51
Email: bordeaux.office@siddalls.net
www.siddalls.fr
Siddalls France SASU, Parc Innolin, 3 Rue du Golf, 33700 Mérignac - RCS BX 498 800 465. C.I.F. No E001669 auprès de ANACOFI-CIF association agrée par l'Autorité des Marchés Financiers et Courtier d'Assurances, Catégorie B - ORIAS 07 027 475. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier et L 512-6 et 512-7 du Code des Assurances.