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DirectoryFinance & InsuranceFinancial ServicesMartignyFides Conseils Sàrl
Fides Conseils Sàrl Logo
Verified· 3 sources

Fides Conseils Sàrl

Summary

About the company

The core activity of Fides Conseils Sàrl is to provide financial advisory and planning services, including: financial planning for various life stages (e.g. birth, real estate purchase, inheritance, retirement planning); mortgage and amortization advice; legal advice in the areas of inheritance law and matrimonial law; tax advice and optimization; investment advice and planning; wealth planning and management. The company thus offers comprehensive financial services to private individuals and families to improve their financial situation and achieve their goals.

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Industry:Financial Services
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6
Family planning
Family planning, disability, death and saving; analysis of changes in personal circumstances such as marriage, divorce, cohabitation, childbirth, buying real estate or changing employers.
Mortgages and amortisations
Mortgages and amortisations, analysis of real estate financing, preparation of the application file, renewal of the mortgage, credit policy and optimisation of amortisation.
Estate planning and matrimonial law
Advice on estate planning and matrimonial matters, matrimonial property regimes, will, inheritance contract, gift, usufruct, mandate for incapacity and advance directives.
Tax optimisation
Tax optimisation, analysis of the personal situation, leads for lowering taxes and tailored tax planning based on the marginal tax rate.
Retirement planning
Retirement planning, preparing the standard of living in retirement, optimising savings, possible earlier retirement and adapting along the course of one’s professional life.
Reviews

Aggregated rating

Aggregated rating
4.7
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle4.73
★TrustpilotSoon
PProvenExpertSoon

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Location

Avenue de la Gare 29
1920 Martigny

At a glance

Legal form
Limited Liability Company
UID
CHE-113.985.677
Founded
2007 · 19 years
Last commercial register change
May 13, 2020
Employees
1 to 10

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