Catherine Parisis Lemaire is an independent financial investment and wealth management adviser based in Eure-et-Loir, between Chartres and Dreux, and available to clients throughout France. Since founding her practice in 2019, she has helped individuals and families manage their finances, optimise their tax position, protect their loved ones and prepare for retirement. The cabinet takes a personalised, educational approach, beginning with a discussion of each client’s goals, followed by tailored recommendations and ongoing support as circumstances change.

Its areas of advice include wealth protection, donations and split ownership, provident insurance, retirement planning, tax optimisation and the development of savings and additional income. Solutions may include retirement savings plans, life insurance, SCPI property investment, Malraux and Girardin tax schemes, furnished rental investment, bare-ownership real estate and private equity. Catherine Parisis Lemaire explains recommendations clearly and works with a network of partners to identify suitable options. The practice emphasises independent advice, transparency and long-term follow-up, helping clients make informed decisions and build a sustainable financial strategy aligned with their needs.