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investae.fr

Investae Finances

Investæ Finances is an independant financial adviser specialised in private client wealth management services. Our mission is to provide wealth management services to private clients, companies, business owners and non profit organisations. Our wealth management services. Are exlusively designed for the benefit of our clients and involves coordinating different business professionals : solicitors, legal and tax advisers, chartered accountants, bankers and insurance companies. Phone: 33 (0)1 45 41 20 93.

http://www.investae.fr/

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Investae Finances | investae.fr Reviews
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Investæ Finances is an independant financial adviser specialised in private client wealth management services. Our mission is to provide wealth management services to private clients, companies, business owners and non profit organisations. Our wealth management services. Are exlusively designed for the benefit of our clients and involves coordinating different business professionals : solicitors, legal and tax advisers, chartered accountants, bankers and insurance companies. Phone: 33 (0)1 45 41 20 93.
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1 what we do
2 financial planning
3 investment advisory
4 customised portfolios
5 investment strategies
6 insurance
7 real estate
8 our approach
9 who we are
10 legal disclosures
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what we do,financial planning,investment advisory,customised portfolios,investment strategies,insurance,real estate,our approach,who we are,legal disclosures,investae finances,independent financial adviser,e mail contact@investae fr
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Investae Finances | investae.fr Reviews

https://investae.fr

Investæ Finances is an independant financial adviser specialised in private client wealth management services. Our mission is to provide wealth management services to private clients, companies, business owners and non profit organisations. Our wealth management services. Are exlusively designed for the benefit of our clients and involves coordinating different business professionals : solicitors, legal and tax advisers, chartered accountants, bankers and insurance companies. Phone: 33 (0)1 45 41 20 93.

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investae.fr investae.fr
1

» Financial planning Investae Finances

http://investae.fr/en/financial-planning

Raquo; Financial planning. Takes into account your global financial situation and can be customised to your specific goals and objectives. Investæ Finances assists you at each step of the financial planning process and ensures legal and tax compliance and tax optimisation. The major stages of the financial plan. Are the following :. Cash flow and budget (income, dividends, annuities, expenses…). Estate planning and wealth transfer. Our methodology is based on the standards and best practices of CGPC.

2

» Who we are Investae Finances

http://investae.fr/en/who-we-are

Raquo; Who we are. Investæ Finances is a wealth management boutique. Founded in 2006 in Paris by Simon SMITH, Investæ Finances is a wealth management boutique that provides a wide range of services to protect and grow its clients’ assets. Our independence enables us to provide the most suitable products and services rather than being restricted to a narrow product range as is often the case in certain financial institutions. Our advisory process is secured. You also benefit from our dual membership.

3

» Investment advisory Investae Finances

http://investae.fr/en/investment-advisory

Raquo; Investment advisory. Investæ Finances covers the full investment universe spectrum and all asset classes. Methodology and approach to risk management, usually available to institutional investors, are exlusively customised to the investors needs. Investæ Finances monitors the financial markets and their impact on your financial goals on a constant basis and informs you of any necessary tactical or strategic changes required. Our core principle : focus on customised investment advisory.

4

» Insurance Investae Finances

http://investae.fr/en/insurance

Investæ Finances is a French insurance broker. Classified under category B according to article L.520-1-II-1 of the Insurance Code, as not subject to a contractual obligation to work exclusively with one or more insurance companies. We offer access to an exclusive range of financial solutions in the areas of life insurance, investment bonds and personal protection policies. Our product range is comprehensive :. Our advice is based on strict quality, price and service criteria. Proudly powered by WordPress.

5

» Real estate Investae Finances

http://investae.fr/en/real-estate

Raquo; Real estate. Investæ Finances provides you with independent real estate advice. On products and based on recommendations from major real estate practitioners : solicitors, agents, valuers, developers, tax advisers…. Our services include :. Tax relief property investments. We monitor your real estate investments and assist you with the the transactional, legal and tax planning issues. We are registered real estate agents in France. Proudly powered by WordPress. Theme: Academica by WPZOOM.

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Investæ Finances is an independant financial adviser specialised in private client wealth management services. Our mission is to provide wealth management services to private clients, companies, business owners and non profit organisations. Our wealth management services. Are exlusively designed for the benefit of our clients and involves coordinating different business professionals : solicitors, legal and tax advisers, chartered accountants, bankers and insurance companies. Phone: 33 (0)1 45 41 20 93.

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