Method

How the France Wealth Check works

The Wealth Check asks around fourteen questions about where you live, where your assets are held and what matters to you. Based on fixed rules, it identifies the areas that usually deserve attention in similar situations and explains why.

What it does not do

• It does not recommend products or tell you what to buy, sell or transfer.
• It does not calculate your tax.
• It does not replace personalised advice, which requires a full review of your situation.

How your answers are used

Your overview is generated in your browser. If you ask for your full report, your answers are stored to send it. If you ask to speak with an adviser, your answers are shared with that firm only after you agree. Details are in the privacy notice.