AJDP Patrimoine is the wealth management practice of Antoine Putoud, a financial investment adviser based in Heyrieux, Isère. He supports individuals, self-employed professionals and business leaders in organising their finances around their goals, circumstances and constraints. Clients can meet with him locally, around Lyon or by video throughout France; an initial one-hour discovery meeting is free and carries no obligation.

The service begins with a review of a client’s situation and priorities, followed by clear explanations of potential options, including their operation and limitations. Areas of support include savings, retirement planning and supplementary income, taxation, financial organisation, and protection for clients and their families. Antoine also helps review provident cover and loan insurance, consider wealth transmission, and address professional concerns such as retirement, employee savings and company cash flow.

After helping clients assess and make decisions, AJDP Patrimoine can support implementation through contract signing and provide ongoing reviews as needs or projects change. Antoine previously worked as an engineer in the space industry before retraining in wealth management.