Alevia Patrimoine
About Alevia Patrimoine.
> Would you like to invest, prepare for retirement, grow your wealth or plan its transfer?
I help individuals and business owners build a wealth strategy tailored to their plans.
Financial investment • Property • Tax • Retirement • Personal protection • Wealth transfer
After more than 10 years’ experience in insurance and wealth management, I founded ALEVIA Patrimoine in Nantes in 2022.
My approach: personalised advice, clear explanations and a long-term relationship.
📍 Nantes & throughout France
Expertise.
Products offered.
Who does this professional support?
Remuneration.
Authorisations and registrations.
How are companies in the directory checked? ↗
Check the current status with the relevant registers.
Key takeaways
Alevia Patrimoine is registered with ORIAS in the following categories: CIF, COA and COBSP. This means the company is able to operate in the following areas: CIF : an investment advisor authorised to provide recommendations on financial instruments and investment solutions within the applicable regulatory framework COA : an insurance or reinsurance broker, able to present, propose or help arrange insurance contracts suited to the client's situation COBSP : a banking and payment services broker, able to compare and propose different credit or financing solutions
Alevia Patrimoine also holds an up-to-date Carte T (French real estate transaction licence). This authorization allows the company to carry out real estate transaction activities within the framework set out by the applicable regulations.
Alevia Patrimoine is a member of the professional association CNCEF. These bodies play an important role in overseeing the profession: CNCEF is a professional confederation bringing together several advisory, insurance, credit and wealth management professions, with a role in supporting, training and representing its members.
Alevia Patrimoine thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
Disclaimer
Les informations, documents et contenus présentés sur cette fiche sont publiés sous la responsabilité de la société qui en est à l’origine. Celle-ci est seule responsable de leur exactitude, de leur actualité, de leur conformité à la réglementation applicable ainsi que du respect des droits des tiers.
Les Experts du Patrimoine met à disposition un service de référencement et ne procède pas à une vérification exhaustive des contenus publiés. Leur présence sur le site ne constitue ni une validation, ni une recommandation, ni un conseil de la part des Experts du Patrimoine.
Il appartient à chaque utilisateur de vérifier les informations, qualifications, agréments et autorisations de la société avant toute prise de décision ou entrée en relation. Les Experts du Patrimoine ne sauraient être tenus responsables des conséquences résultant de l’utilisation des informations publiées sur cette fiche, sous réserve des obligations et responsabilités qui leur incombent légalement.
Tout contenu inexact, trompeur ou potentiellement illicite peut être signalé à l’adresse [email protected].