Martins PatrimoinePrivate wealth advice

The practice · Gary Martins

Who reviews your investments
with you?

I am Gary Martins. We start with what concerns you: your savings, your business, your family or a move abroad. I then explain what we could review and how I can help.

Choose a time with Gary I'd prefer a call back

40 minutes · Confidential · No obligation

5,0/5 on Google100+ clients advisedORIAS n°26000203Directly with Gary

Private advice · Your priorities first

What you can ask me

  • Tell me what you need

    We begin with what you own, the commitments you have and what you want to achieve.

  • Directly with Gary

    A private first conversation to discuss your priorities.

  • Support we agree on together

    I explain the work, the costs and the specialists who may need to be involved before you commit.

Already work with a banker, notary or accountant? We can identify the questions that need their input too.

Investments & inheritance planning

Could your investments do more
for your plans and your family?

You have savings, but you may be unsure whether they are invested well or how to pass them on. Let's review the fees, the returns, the cash you need to keep available and what you want to leave your family.

01 · Your financial investments

Disappointed with your investments?

Let's look at how your investments could work harder, while considering when you will need the money and how much risk you can accept.

  • Returns & feesReview your policies, fees and returns after costs.
  • Investment mix & diversificationCheck whether your money is too concentrated in one type of investment.
  • Supplementary incomePlan the income you will need and when you will need it.
  • SCPI & managed propertyI also help you consider SCPI investments for property income without managing a property yourself. Capital and income are not guaranteed; resale can take time. Understand SCPI investments →

Seeking higher returns involves the risk of losing capital. No return is guaranteed.

02 · Your inheritance plans

Will your family inherit what you intend?

Let's review what your loved ones would receive and the steps you could consider, while keeping enough for your own future needs.

  • Your loved ones & your wishesIdentify who you want to protect and what you want to leave them.
  • Life insurance & beneficiariesCheck whether your beneficiary clauses still reflect your family circumstances.
  • Planning & coordinationReview the timing and tax implications with the appropriate professionals.

The right choices depend on your circumstances. Legal documents and checks are prepared with your notary.

Let's talk about your capital and what you want to do with it.

First meeting: 40 minutes · Confidential · No obligation

Talk it through with Gary

The method

Where should
you start?

Buying, selling, investing or moving abroad can affect several parts of your finances. We identify what needs attention first and what can wait.

Understand your needs

Tell me what you want to achieve, what worries you and which decisions are coming up.

Set priorities

We identify the questions to examine and whether your accountant, notary or another specialist needs to be involved.

Agree on next steps

You know what I will do, what it will cost and what information we need before making a decision.

Prepare for the first meeting →
Gary Martins

Gary Martins · Private wealth advice

Let's discuss your situation
You will speak with me, Gary

You will speak directly with me. Tell me what you want to improve, protect or pass on; we will decide together what to explore.

I explain the scope, fees and any other professionals who need to be involved before you commit.

Gary MartinsMartins Patrimoine · ORIAS n°26000203
View professional information →

To get to know us better

Our partner network

  • VITIS LIFE
  • François 1er
  • Swiss Life
  • Histoire & Patrimoine
  • La Référence Pierre
  • Vie Plus
  • UAF Life Patrimoine
  • Famille KRETZ

Depending on your project, directly or through our network

Before you talk to us

Still have
questions?

Read the practical guides →
Who can I help?

I mainly work with business owners, families with wealth decisions to make, and people with assets or interests in France and Spain. If your situation is different, we can discuss whether I can help.

How does the first meeting work?

The first meeting lasts 40 minutes. It is confidential and comes with no obligation.

What will I get from the first meeting?

We identify your main questions, what needs a closer look and the next step. This first meeting does not automatically include a full review, a written report or an investment recommendation.

Will I have to buy a financial product?

No. We may find that you do not need to do anything immediately. Any recommendation depends on your circumstances, goals and whether a change is actually worthwhile.

Directly with Gary

Have a question about your investments or your situation?

Reviewing a policy, investing cash, selling a business or moving abroad? Let's discuss it in a 40-minute meeting. I will help you identify what needs to be considered before you commit.

5,0/5 on Google
Choose a time with Gary
  • Confidential, with no obligation
  • 40 minutes · Video call
I'd prefer a call back

Directly with Gary

Would you prefer a call back?

Leave a phone number so we can talk about your plans.

5,0/5 on Google

We only use these details to reply to your request. You will not be added to a mailing list. Privacy and your rights.

You can also write directly to Gary or call +33 7 83 45 56 26.

Choose a meeting time instead

Martins Patrimoine

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