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Financial Advice

Many French residents hold an Assurance Vie because it’s one of the best ways to make investments in France. However, the right advice is crucial for financial success. Before starting DTB Wealth Management, Daniel Butcher was an inspector at global French insurance company AXA. Managing over 500 clients in this field (250 of whom were UK expats) he is expertly positioned to explain, in native English, how you can build the most lucrative plan for your needs.

We are specialists at helping you to create wealth and manage your assets. Whether you are a novice or experienced at making investments, we can fit in at any level to help you grow your wealth. Working as part of the VIA Network, which has its own asset management company, we can secure even better investments for you.

Latest News

MARKET UPDATE – SEPTEMBER 2022

MARKET UPDATE – SEPTEMBER 2022

AUGUST STOCK MARKET RECOVERY KNOCKED BY HAWKISH JACKSON HOLE MESSAGING Developed stock markets sank again at the end of August in the wake of the Jackson Hole central bank get together where it became clear that central bankers were still firmly focused on tackling...

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MARKET UPDATE – AUGUST 2022

MARKET UPDATE – AUGUST 2022

INFLATION FEARS LEAD TO RALLY IN EQUITIES AND BONDS Equity and bond markets regained some ground during July after the worst first half year for decades. The graph below demonstrates how turbulent this year has been for the global economy and markets. The latest...

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MARKET UPDATE – JULY 2022

MARKET UPDATE – JULY 2022

Worst first-half market performance for half a century Stock markets notched up their worst first-half performance since 1970 in the face of fears that tackling sky-high inflation may come at the cost of the global economy’s post-Covid recovery. Recession has become...

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MARKET UPDATE – JUNE 2022

MARKET UPDATE – JUNE 2022

MARKETS VOLATILE BUT CHINA STIMULUS LIFTS MOOD It was an exceptionally volatile month for stock markets with the main developed market indices losing substantial ground before experiencing a bear market rally in the closing days of May. A trifecta of factors was...

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We contacted Daniel for some financial advice before moving to France after seeing his advert on the French Entree website.

As we were not sufficiently fluent in French to understand the intricacies of an Assurance Vie, a bi-lingual insurer was a great benefit and Daniel helped us find the right product for our needs. Response to emails and telephone calls was prompt and all our paperwork arrived safely. We receive regular follow ups from Daniel who is always available to give advice by telephone or in person and we would recommend his services without hesitation.

J. Littlewood & C Johnson

I had the pleasure to get a presentation on this topic by Daniel. It was very helpful to see some examples from the past.

When a considerable amount of money is involved it’s important to work with someone who’s trustworthy. Daniel was able to gain my trust from the start. The procedure is lengthy and involves a lot of paperwork, but Daniel was always available to give some assistance and clarify issues where needed. I very much appreciated his reactivity and willingness to help out. Even after the transfer of the funds, I could always rely on Daniel for questions and answers. I can only recommend everyone who’s interested in a similar transfer to contacte Daniel and work with him and his office. Many Thanks.

P. Barbary

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General Matters

Assurance vie, securities, equity saving plans & asset management

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Legal Procedures

Drafting wills and understanding matrimonial regimes.

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Pension Planning

Repatriation of pensions to Qualifying Recognised Overseas Pension Scheme (QROPS) or International Self-invested Personal Pensions (ISIPPs) and succession planning.

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Property & Mortgages

Asset development, leaseback, mortgage brokerage or property sales.

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Tax Guidance

Tax exemption analysis, personal income tax, benefits and property wealth tax.