Private Clients

Would you like your financial life to be simpler – and easier to manage?

We help French expatriates’ resident in the UK and UK expatriates’ resident in France with all aspects of their financial planning.

Do you spend your time between UK and France? Are you a French national living in the UK, or a British citizen considering moving to France?

You need to understand the financial consequences of your cross-border situation, and how best to organise your finances and property. Moving to another country or planning to invest in another country can be a complex process. But it’s much simpler when you know how to optimise your income and assets.

As your Independent Financial Adviser, Altyx Financial Planning can help you structure your global assets and manage your wealth in a complex, constantly changing international environment.

In close collaboration with our French Associates, we work on solutions to help you benefit from the advantages offered by both jurisdictions.

We are experts in the following areas:

  • Investment Management
  • Estate Planning
  • Pension and Retirement Planning for Expatriates
  • International Insurance Protection
  • Real Estate solutions

Our clients benefit from our international background and expertise, our independence and integrity, and our detailed understanding of the international financial markets. Perhaps most importantly of all, you’ll benefit from the time we take to get to know you and your priorities. We study your current position and future requirements in depth, identify and anticipate risks, and work hard to help you achieve your goals and realise your dreams.