Financial Conseil Patrimonial (FCP) is a wealth management advisory firm based in Marseille, France. The company provides a comprehensive and tailored approach to managing its clients' assets, focusing on independence from banking and insurance groups to ensure impartial advice. Its core services include financial investment advisory, real estate investment strategies, retirement planning, tax optimization, and provident and health insurance solutions. FCP prides itself on building long-term relationships with clients through a structured, multi-step process that includes a thorough audit of the client's situation, defining objectives, and implementing and monitoring a personalized strategy. The firm is registered with ORIAS as a Financial Investment Advisor (CIF), insurance broker, and banking operations broker.

Founded in

France