Siddalls – Independent Financial Advisers Information

Siddalls - Independent Financial Advisers We’re a long-established firm of independent financial advisers (we can trace our name back to 1883), with specialist expertise in the issues facing people moving to or living in France. Our head office is in Mérignac near Bordeaux and we have a regional office in Aix-en-Provence along with a network of Regional managers based throughout France. Our consultants are experts at identifying any problem areas that need to be addressed and can suggest solutions in accordance with our clients' individual requirements. We can provide specialist advice on: • Personal taxation - help structure finances to minimise taxes • French inheritance system – to ensure our clients wishes are respected whilst minimising any tax consequences • Pensions advice and managing money for retirement abroad • Savings and investments –recommend suitable strategies from a very wide range of investment and savings products Everyone at Siddalls is professionally qualified and highly trained. All of our advisers are fully conversant with both the French and UK Fiscal systems. Siddalls is regulated and authorised by the French Authorities and registered as a “courtier en assurances” under the Code des Assurances. Our bilingual staff are there to provide up to date information and deliver British standards of trust, loyalty and a supportive on-going service. All of our consultants are salaried members of staff and receive regular training to ensure they keep up to date with the ever changing rules and regulations.