Jennie Poate

About the author:


Jennie Poate originally trained as a certified financial adviser in the UK where she held various management positions with large banking institutions.

She moved to France in 2008 with her family and is now a fluent French speaker.

She has since retrained in France and has provided specialist advice to ex-pats for over 9 years. She is currently undertaking to finish her UK chartered diploma.

Living and working in France has provided her with a unique perspective to be able to advise clients on what France is really like to live in long term.

The company has seen a growing need for someone with key experience and skills to help run the company. Her areas of expertise are French/UK pensions, inheritance planning, tax and investment advice.

She is happy to answer any client queries you may have by telephone or email and her and her team would be delighted to help with seminars and talks in your area to help promote your business.

Her contact details are: or tele 0634119518 or

visit the website at where there are lots of articles and information sheets.

The financial advisers trading under Beacon Wealth Management are members of Nexus Global (IFA Network). Nexus Global is a division within Blacktower Financial Management (International) Limited (BFMI). All approved individual members of Nexus Global are Appointed Representatives of BFMI. BFMI is licensed and regulated by the Gibraltar Financial Services Commission and bound by their rules under licence number FSC00805B.

Articles by Jennie Poate

New French Legislation for Assurance Vie Policies

The Assurance Vie is the most popular long term savings product in France offering both a choice of investment funds, tax and inheritance advantages. There are two types, those offered in France by French companies and normally only in Euros

Wealth Management Case Study – Pensions

John and Jane Price have moved to France to retire early and live their dream! They have bought their French house outright with the cash from the sale of their UK property. They have kept a ‘slush’ fund of money