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 service is exclusive to those who have at least €350,000 in liquid / financial assets.
Kentingtons are not accountants, thus tax administration is not our business and we do not offer a tax form completion service.
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 (see the “download” link below). It may be sent to us either by e-mail or post. Please rest assured that we are legally bound to keep your information confidential and secure, in line with the rules of the regulator and the CNIL.
Once we have received the questionnaire, we will contact you to arrange an initial discussion.
The initial discussion is mutually beneficial, permitting us to have a better understanding of your situation, allowing 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. We are very confident that you will find the conversation useful, even if you do not make use of our services.
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. This advice is underwritten by significant professional indemnity insurance and is policed by the French regulator.
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.
We ask for a 50% deposit, with the remainder payable on delivery of the financial report.
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.
Why do we charge a fee?
In France the vast majority of 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; with no incentive, financial or otherwise, to recommend one solution provider over another. For all new investment business, we only work with companies that do not pay any commission to the adviser. The fee gives us the liberty to offer advice that is 100% independent.
Those who decide to invest via us will be secure in the knowledge that their investments are being carefully monitored and ensuring that their tax position is optimised as French tax residents.
From Our Clients
“I’m not an expert on finance, but the report I received from Kentingtons was well laid out and in plain English making everything seem so easy.”
“Kentingtons’ knowledge of the markets and conservative investment approach, makes me feel very confident I am in good hands.”