As Conseil & Patrimoine
About As Conseil & Patrimoine.
Founded in March 2020, As Conseil & Patrimoine is growing rapidly. The firm is based in Saint Estève, which offers a pleasant, quiet working environment away from urban bustle, allowing us to welcome clients in a calmer setting conducive to meaningful discussions. Its location also enables us to serve a diverse local and surrounding clientele, with easy access and convenient parking, often a challenge in central Perpignan.
Locally, our firm works across disciplines with a chartered accountant, tax lawyer, notary and property adviser. These partners extend our work by providing and sharing personalised advice suited to our clients’ situations.
As part of its continued local development, the firm belongs to a business network, volunteers every month with an association helping women with breast cancer by providing financial and wealth advice, and is a member of the Saint-Estève traders’ association. Sharing the values of karate, it has recently become an official sponsor of the local club.
Attracting new clients depends largely on the reviews posted on our Google page. These testimonials play an essential role in strengthening our credibility, inspiring trust and positively influencing prospective clients seeking services like ours.
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.
Google reviews.
Key takeaways
As Conseil & Patrimoine is registered with ORIAS in the following categories: CIF and COA. 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
As Conseil & 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.
As Conseil & Patrimoine is a member of the professional association CNCGP. These bodies play an important role in overseeing the profession: CNCGP is a leading professional organisation for wealth management advisors, which ensures compliance with professional rules, supports its members and helps structure best practice across the sector.
As Conseil & 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].