About GERALDINE PUJOL.
With more than 20 years’ experience as an entrepreneur, including 11 years in finance, I am passionate about wealth, tax and social protection advice. My aim is to help you achieve your life goals through personalised solutions suited to your situation. I am an independent financial investment adviser with the Inovea label, reflecting my commitment to close relationships, trust and service quality.
I advise you on financial investments, retirement planning, tax, family protection and wealth optimisation. I carry out comprehensive wealth reviews, tax simulations, investment strategies and regular follow-up. I have the expertise to guide you towards the best products on the market, based on your risk profile, needs and expectations.
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
GERALDINE PUJOL is registered with ORIAS in the following categories: CIF and MIA. 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 MIA : a sub-agent of an insurance intermediary, acting under the responsibility of an insurance intermediary
GERALDINE PUJOL 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.
GERALDINE PUJOL 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.
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