Financial Advice

If you are looking to invest in a vacation home or investment property on the French Riviera then you must speak to our financial expert Peter Brooke from the Spectrum IFA Group. Not only can he help you find the best mortgage terms available, but he can also help advise on the best way to structure the purchase to fit in with your personal situation in order to mitigate income, inheritance and wealth taxes.

If there is one man on the French Riviera who knows how to handle all financial aspects of living in France, it is Peter Brooke.  He has helped hundreds of international clients realize their projects and dreams through his expertise in mitigating tax, cross-border retirement planning, finding great mortgages, and creating sustainable investment portfolios through careful and secure financial planning. The Spectrum motto is ‘With Care, You Prosper’ and this defines Peter’s approach to his clients.

Don’t need a mortgage; great… but speak to Peter anyway as there may be significant tax benefits to using a mortgage which you may not have considered.

Already know your budget; great… but have a chat anyway as there may be ways to increase the budget, you might indeed have more available to you than you think!

Thinking of retiring to France (or already here); great… speak to Peter as soon as you can to check you are using all of the fiscal and financial options available to you in France.

Financial Planning & Consulting

Mortgages

Wealth Management

Investment Portfolio Assessment

Inheritance Estate Planning

Currency Exchange Advice

Tax Preparation

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