Founded in 2012 by Cédric Pellerin, CP Conseil et Patrimoine is an independent wealth management firm based in the Nantes region of France. The company's mission is to provide bespoke, long-term support to individuals and professionals in managing and growing their assets. Its services cover a wide spectrum of financial advisory, including financial investments (life insurance, retirement plans), real estate investment, tax optimization, and provident/pension planning, all tailored to the client's specific personal and professional goals.

Founded in

France