About KB CONSEIL.
As an independent wealth management adviser, I support clients across every aspect of their wealth: tax optimisation, including remuneration choices for business owners, retirement planning, wealth transfer and succession, and organising and building wealth.
I work with business owners and the self-employed, as well as executives and individuals looking to structure their savings and investments. I cover the Pays de Retz and Nantes region, and work remotely throughout France.
Authorised under CIF, COA, COBSP and IMMO statuses (ORIAS no. 23002708), I provide a comprehensive, independent view of your wealth situation, without conflicts of interest linked to a banking institution.
I offer an initial, free, no-obligation 30-minute introductory discussion to review your situation.
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
KB CONSEIL is registered with ORIAS in the following categories: CIF, COA 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 COA : an insurance or reinsurance broker, able to present, propose or help arrange insurance contracts suited to the client's situation MIA : a sub-agent of an insurance intermediary, acting under the responsibility of an insurance intermediary
KB CONSEIL 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.
KB CONSEIL 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].