OUR SERVICE

We serve private individuals with their personal financial situation, advising on how best to arrange their affairs when they are considering moving to, or are already living in France. Our clients typically have at least €250,000 in financial assets.

What is the process?

Good decisions are based on good information, so the first step to becoming a client of Kentingtons is to tell us all about your current financial position. This can be achieved by completing a confidential financial questionnaire, either in a meeting with us or via the telephone, e-mail or post. The initial discussions are mutually beneficial as they permit us to have a better understanding of your situation and allow you to learn more about our services and how they will be of value to you. This initial discussion is free of charge and obliges you to nothing.

All subsequent advice will be given in writing in the form of a financial report. The latter is designed to protect you, the client; in terms of evidence of the advice you were given, when and by whom.

Kentingtons work on a fee basis. Any costs for work carried out on your behalf will be fixed and agreed upon during our initial discussion. In fact, by the time we conclude our initial discussion, you will have a full understanding of what you will receive from us, when and at what cost, which will be set out in writing before any work commences or any charges are made.

The financial report will be sent to you directly, allowing you to read and analyse it in your own time. A follow up appointment will be scheduled to review the report together and answer any questions you may have.

We will then help you through the process of following our recommendations, referring you to other professionals, such as notaries, should this be required.

We will not send you an invoice for the fee until you have informed us that you are happy with the advice you have received and that you have no immediate further questions.

Why do we charge a fee?

Many advisors continue to work on a commission basis and will not charge fees directly for their advice. They earn their money from selling investments to you and in turn receive payment from the investment issuer.

Understandably the advisors main objective is to sell you something before you even meet!

We at Kentingtons are focused solely on providing you with high quality advice; our objective is not to sell you a product. The fee gives us the liberty to select companies that do not even pay commissions to the advisor. However, in the event we do receive commission from an investment provider we recommend, this will be used to cover your fee, thus many of our clients end up not paying any fees at all.

Ongoing Service

Whether you require just general tax and inheritance advice or you choose to invest through Kentingtons, we are always here to help. Those who decide to invest via us will be secure in the knowledge that we are carefully monitoring their investments and are available to assist them with their tax and administration on an ongoing basis, which is part of being a Kentingtons client and is offered at no cost.

We are also always available for non investment clients; however, we will charge an hourly rate for our time.