Financial Procedures
Embark on your financial journey in France with our certified advisors. Our one-on-one consultations provide bespoke guidance tailored to the American expatriate's unique financial landscape.
Comprehensive Financial Planning
Our holistic approach ensures all aspects of your finances are strategically aligned with your goals as a new resident in France.
Investment and Tax Strategy
Stay ahead with proactive investment advice and tax planning that considers both U.S. and French tax implications.
Estate and Retirement Planning
Secure your future with international estate and retirement planning that protects your assets across borders.
Financial Services
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Income Tax
Most people pay less income tax or “impôts sur le revenu” in France than they would in the UK with correct financial planning.
Inheritance Tax
Inheritance tax in France covers taxation on death and much can be done to reduce this tax for the next generation.
Property Wealth Tax
‘Impôts sur la fortune immobilière’ (IFI) relates to immovable property assests held anywhere in the world as a French resident.
Meet the Team
Teresa Watkins
Financial advisor (France-UK focus)
Since graduating from the University of Oxford in 1997, Teresa has worked in the financial services industry across Europe in London, Paris, Barcelona and Madrid. She began as a Junior Portfolio Manager on the Orbitex Asian fund, gaining the IMC and passing IIMR exams in 1998. She has worked within Donaldson, Lufkin and Jenrette and ABN Amro Equities’ departments on their highly ranked (Extel) European Utilities equity research teams.
Teresa then spent a decade in Paris, returning to the asset management industry with Comgest, as a European large/mid-cap analyst and portfolio manager. Teresa moved to Spain in 2013 to work for EDM Asset Management, co-managing their flagship European equity fund EDM Strategy. In 2020 Teresa became a fully qualified European IFA and takes great pride in providing high quality hands-on long-term advice on the most effective structures and investments that benefit individuals and their families.
Teresa Watkins
Financial advisor (France-UK focus)
Since graduating from the University of Oxford in 1997, Teresa has worked in the financial services industry across Europe in London, Paris, Barcelona and Madrid. She began as a Junior Portfolio Manager on the Orbitex Asian fund, gaining the IMC and passing IIMR exams in 1998. She has worked within Donaldson, Lufkin and Jenrette and ABN Amro Equities’ departments on their highly ranked (Extel) European Utilities equity research teams. Teresa then spent a decade in Paris, returning to the asset management industry with Comgest, as a European large/mid-cap analyst and portfolio manager. Teresa moved to Spain in 2013 to work for EDM Asset Management, co-managing their flagship European equity fund EDM Strategy. In 2020 Teresa became a fully qualified European IFA and takes great pride in providing high quality hands-on long-term advice on the most effective structures and investments that benefit individuals and their families.
Peter Smith
Financial advisor (Europe-US focus)
Peter completed his education and started his professional career in Southern England, studying engineering and analytics relating to business and marketing. After 10 years in the hospitality industry, including launching his own restaurant, Peter became an advisor in the drinks industry with a focus on trend forecasting and statistical analysis. After being snapped up by a global financial institution which took him to mainland Europe. Peter is now part of a leading team of specialist advisors within Private Client Consultancy (PCC Wealth) with a focus on helping and advising US clients both in Europe and the USA. Peter’s professional and knowledgeable demeanour inspires confidence that your financial planning is in the safest of hands.
Peter Smith
Financial advisor (Europe-US focus)
Peter completed his education and started his professional career in Southern England, studying engineering and analytics relating to business and marketing. After 10 years in the hospitality industry, including launching his own restaurant, Peter became an advisor in the drinks industry with a focus on trend forecasting and statistical analysis. After being snapped up by a global financial institution which took him to mainland Europe. Peter is now part of a leading team of specialist advisors within Private Client Consultancy (PCC Wealth) with a focus on helping and advising US clients both in Europe and the USA. Peter’s professional and knowledgeable demeanour inspires confidence that your financial planning is in the safest of hands.
Sylvain Daubert
Mortgage specialist
After his career as a civil engineer and living abroad, Sylvain discovered a huge lack in effective and quality customer service in the French financial market. This is why three years ago he took the leap to create MEAFINANCES. The main objective and foundation of MEAFINANCES is to help everyone obtain a financing solution for their project, whatever the project may be.
Sylvain Daubert
Mortgage specialist
After his career as a civil engineer and living abroad, Sylvain discovered a huge lack in effective and quality customer service in the French financial market. This is why three years ago he took the leap to create MEAFINANCES. The main objective and foundation of MEAFINANCES is to help everyone obtain a financing solution for their project, whatever the project may be.
Julia Benner
Mortgage specialist
Julia has always dreamed about living in France! She came to France 2 years ago, endured every cultural and administrative difficulty and managed to successfully established herself in Bordeaux. She knows exactly what you could go through and will definitely be at your service to share her mortgage expertise and her experience.
