"Highly recommended"

Following some initial research into moving to France (Alpes-Maritimes) I have today spoken to the local Associate Joe Jewell APFS following a preliminary exchange of emails. My primary objective was to identify the most sensible place to stay on an investigative trip to the Cannes/Nice area given the desire to view properties and meet the appropriate local authorities. That conversation expanded into other areas as Joe's local knowledge on areas to visit, tax, medical facilities, how Blevins Franks operates, costs, etc, clarified a number of points ahead of the planned trip. Joe was extremely helpful and informative so I can highly recommend him to anyone who is contemplating a move to that part of France. As a result of that telephone call it has caused me to focus on the area to research further, which I shall now be doing, ahead of my trip to meet with Joe to investigate further.

"With the uncertain situation in the UK…"

With the uncertain situation in the UK at the moment we contacted Blevins Franks regarding our Pension fund in the UK. We have sought advice from them in the past and knew they would have the right answers. Mike Marsden phoned us back giving us extremely informative advice on what would be the best scenario for us. We are now able to go ahead with a clear decision thanks to Mike’s excellent advice. We can thoroughly recommend Blevins Frank, thank you again Mike for your help.

"Contact with Mike Marsden"

Thank you Mike Marsden for a speedy and professional reply. I look forward to working with Blevins Frank.

"Financial Advice for Foreign Residents in France"

Money, wealth, budgetting, future security; all serious subjects that require some thought and planning. Doing it in a different country, in a different language makes the task more difficult and a more daunting prospect. You should never be too proud to ask for help and advice.
I first contacted Blevins Franks France in 2018 and they have managed and advised my affairs ever since. I could not offer higher praise and recommendation.
I have just had a personal review with my account manager. Aaran is the third that I have been associated with in the seven years I have been with Blevins Franks. All companies evolve and change and all three personal account managers that I have dealt with have been friendly, helpful and knowledgeable, offering help with financial planning, pensions, tax advice and an insight as to how to deal with the notorious French bureaucracy in regular review sessions.
As I stated at the beginning of the review, money is a serious business. There are all sorts of people who seem to want to get their hands on it. Blevins Franks France offer good, impartial and professional advice on how to avoid the pifalls and problems when dealing with tax demands levied by UK and French authorities. These guys know what they are doing and make you feel confident dealing with you and your family's future financial security.

"Tax information"

After attending a seminar in Tenerife in May, we booked an appointment to get some more information. We went yesterday and spoke with Paul at great length. He gave us brilliant information on inheritance tax, capital gains and where to put assets for the best results. He was both friendly and professional and obviously very knowledgeable.

"Advice from Mike Marsden of Blevins Franks"

I contacted Blevins Franks by email about a French property regarding, Wills, inheritance and tax rules etc.
Mike Marsden phoned me and he was very helpful and friendly. He gave me some excellent advice and I would definately recommend Mike.
Thank You Mike, your help was much appreciated.
David

"Excellent Service From Mr. Mike Marsden"

We contacted Mr. Mike Marsden to receive advice regarding a document requested by our bank in France. He provided prompt, concise information so that we could handle this document properly. We could not have asked for better service.

"Professional, informing and friendly"

A combination of professional informed input into my decision process and a friendly personal interface that creates trust

"Good advice given frankly and freely!"

Today, 06/06/2024, we went to a face-to-face meeting with David Lamont of Blevins Franks at their Cesson-Sévigné offices in Rennes. We both thought it might be time to review the financial and fiscal arrangements that we had set (not with Blevins Franks) as part of our move to France, 10 years ago. Getting there was easy as it is a very quick drive from the Porte de Longchamps, and David had given us an appointment time such as to avoid the heavy morning traffic. He carefully listened to what we both had to say. I had been contemplating some changes until he pointed out the tax implications and, apart from some aspects relating to inheritance tax, for which he gave us advice, our affairs were, on the whole, he thought, well organised and we had not done badly with our investments. We got an hour of useful exchanges with plenty of valuable advice from David @ BlevinsFranks and, both my wife and I felt reassured and can now look at our finances “in harmony”. As it turns out, no business was had by Blevins Franks as a result of this meeting, but should our situation change, we would have no hesitation in giving them our trust. We heartily recommend Blevins Franks, they have an office near you, you can see them and you can trust them to help!

"Expat Pension Advice "

Helpful, a pleasure to talk to and infinitely patient. I highly recommend Catrina Ogilvie at the Niort office for expat advice and planning.