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Why is it important to have regular financial reviews?

By Amanda Johnson - Topics: Financial Planning, Financial Review, France
This article is published on: 15th March 2019

Finding time in our busy schedules for reviewing our financial position is not always easy; however, here are some reasons why it is worth the effort and considerations in choosing who you should see.

1/ Living in France, it is important to check that you are both tax compliant and tax efficient, through proper use of savings allowances and being up to date on current tax rules.

2/ Using a company that is regulated here in France means that your advice is specifically relevant to France.

3/ Choosing a financial adviser who is also an expatriate means there are no language barriers and you both understand the experience of what it is like to have moved countries.

4/ Personal circumstances can change and regular reviews will make sure your finances are in line with your current needs. For example, you may have recently retired, be experiencing a change in your income or have just become a French resident.

Article by Amanda Johnson

Amanda JohnsonIf you are based in the Pays de la Loire & Centre area you can contact Amanda at: amanda.johnson@spectrum-ifa.com for more information. If you are based in another area within Europe, please complete the form below and we will put a local adviser in touch with you.

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