INGRID CRABOUILLER: YOUR WEALTH MANAGEMENT ADVISOR
With the overwhelming amount of information from the media and social networks offering numerous solutions to optimize your income, prepare for retirement, manage inheritance, and reduce taxes, it can be challenging to distinguish the useful from the useless and find your way through the maze of options.
Ingrid Crabouiller aims to be your dedicated advisor for wealth management, offering personalised advice through comprehensive or partial financial reviews. This allows her to provide tailored solutions that fit your unique situation, aspirations, and financial capacity.
Holding a Master's degree in Wealth Management Engineering, Ingrid offers expert guidance in estate planning, retirement preparation, family protection, and tax optimisation.
Estate Planning: Various bespoke solutions can be provided to align with your preferences and requirements, helping to minimise costs during the eventual estate settlement.
Retirement Planning: To ensure a comfortable and enjoyable retirement, Ingrid can propose a range of beneficial savings plans suitable for short, medium, and long-term goals.
Family Protection: Ingrid helps devise strategies to safeguard your loved ones in the event of your absence or incapacity, tailored to their evolving needs.
Tax Optimisation: Through a thorough audit of your assets, Ingrid can help you optimise your tax situation with a variety of strategies, ensuring you maintain your lifestyle while reducing your tax burden.
Additionally, there are other ways to enhance your daily life and maximise the value of your property:
Life Annuity Sale: In times when living costs are rising faster than pension revaluations, some property owners may need to sell their real estate. A life annuity sale allows you to remain in your home for life, improve your income significantly, and reduce maintenance and service charges.
Interactive Sale: This innovative sales method combines traditional negotiation with online auctions. It involves a secure, orchestrated online bidding process, allowing real-time adjustment of offers and demands.
Qualifications and Certifications:
Ingrid Crabouiller holds a Master's degree in Wealth Management Engineering (Level 7 qualification, registered with the national directories of professional certifications – NSF Code 313 – awarded on 31 December 2021)
AMF Certified (Professional Certification of Regulatory Knowledge for Market Participants) obtained on 16 November 2019
ORIAS Certified as a Financial Investment Advisor (CIF) and Insurance Intermediary with registration number 22005160