Structuring your wealth
A complete review of what you own, what it costs and what it earns, followed by a written overall strategy.
Jake PELLERIN · Coach en Stratégies Patrimoniales – CIF – Gestion Privée
Clear, well-grounded decisions for your wealth in the South of France.
Wealth strategy coach · Registered financial investment adviser (CIF) · Private wealth
Since 2011, I have been helping individuals, families and business owners understand their situation, ask the right questions and make decisions with confidence. In plain language. The products come second; the decision comes first.
Aumes (Hérault), between Montpellier, Béziers and Agde · In person or by video call · Meetings in English.
Since 2011
as a sole trader, free to choose his partners
Over €20M
in assets advised
Nearly 250
clients
Over 70
property investments
Figures as of 30 September 2026.
How I can help
Investing in property
Over 70 properties since 2011. We choose the vehicle and the scheme according to your goals, your tax situation and the time you wish to devote to it.
Growing your savings
A time horizon, an accepted level of risk and an organisation of your savings that suits you. Each product is explained before it is chosen.
Preparing for retirement
Estimating your future income, measuring the gap with the lifestyle you want, and closing it methodically.
Protecting your family and passing on
Protecting your spouse, gifts, estate planning and beneficiaries: calm decisions, taken with a clear head.
Business owners
Company cash, remuneration, retirement and personal wealth, managed together.
How we work together
First meeting
one hour, free of charge and with no commitment, in person or by video call.
Understanding your situation
your finances, goals, time horizon and the level of risk you accept.
Engagement letter and written advice
the scope and fees signed by both of us, then a written report: options studied, recommended solution and its risks.
Ongoing follow-up
a written summary after each meeting and at least one review a year.
As required by French regulations, the regulatory documents (entry document, engagement letter, written report) are provided in French. We go through them together, step by step.
Get in touch
Call me, send a WhatsApp message or write to me in English: I will get back to you within one working day.
+33 6 81 97 46 44WhatsAppjake@jakepellerin.fr
Book a meeting onlineThe booking page is in French: choose a one-hour meeting (Calendly) or a 30-minute call (Google).
Regulatory information
EI Jake PELLERIN, sole trader based in Aumes (34530), France. Financial investment adviser (CIF) no. E009880, member of ANACOFI-CIF, an association approved by the French Financial Markets Authority (AMF). Registered with ORIAS under no. 11 061 374 (www.orias.fr). Advice is provided on a non-independent basis. Full regulatory details, complaints and mediation: see the Informations réglementaires page (in French).
All investments carry risks, including the risk of capital loss. Past performance is not a reliable indicator of future results.
The rest of this website is in French. Your browser can translate it automatically.