Describe your need we prepare the next step
Every request is reviewed personally. If no vetted professional is available yet, we tell you clearly.
The service starts with you
Our partner network is currently being built. You can already tell us about your need: your request helps us look for suitable profiles, without promising an immediate introduction.
- No professional receives your contact details automatically.
- You see the professional's identity before any data is shared.
- If no vetted profile is available, your request remains free of commitment.
Which professional for you?
Answer 3 questions to clarify your need before sending it to us.
What is your situation?
What is your main need?
What is your approximate wealth?
This information helps us identify the right type of professional. It is only kept for the duration of your request.
For this type of need, the professionals typically consulted are:
We point to a type of professional, based on your answers and on what each profession usually handles. This is neither a personalised recommendation, nor the choice of a person or a product.
A simple process, in 4 steps
Describe your need
Fill in the form below. We identify exactly what you need.
We review the request
We check whether a qualified, suitable professional can be sought for your situation.
You give your approval
Before any data is shared, we introduce the professional and you remain free to decline.
You remain free
The request is non-binding. It guarantees neither an immediate proposal nor a contractual relationship.
The professionals we aim to bring together
The network is being built one profession at a time. No professional will be introduced before their status, credentials and practices have been checked.
Wealth advisor
Structure your wealth, optimise your investments, plan for retirement or a wealth transfer.
Tax lawyer
Personal and company-director taxation, tax audits, legal structuring of a wealth project.
Real estate / business lawyer
Purchase, sale, lease, co-ownership, property holding companies, business transfers and company law.
Chartered accountant
Accounting, business creation, choice of legal status. Expertise for entrepreneurs.
Notary (notaire)
Estates, gifts, marriage contracts, property purchases. The public officer who draws up authentic deeds.
Free request
There is no charge to submit your need or have it reviewed.
Protected data
It stays with L'Observateur Boursier until you approve a specific disclosure.
Transparent response
We tell you honestly if no vetted professional is available yet.
How we check our partners
This method will be applied to every application before any introduction to a reader. Applying gives no entitlement to receive a request.
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ORIAS registration verified
Any insurance, finance or banking intermediary must be listed on ORIAS, the official French public registry. We pull the record, note the number and check that the registered activities match what the professional actually offers.
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Credentials checked
The required documents depend on the role: CIF (financial advisor), CGP (wealth manager), COA (insurance broker), lawyer (bar-registered), chartered accountant. For each, we ask for a current licence and an up-to-date professional liability insurance certificate. No valid credential, no introduction.
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Pricing transparency required
Every partner gives us, in writing and in plain language, their full fee structure: flat fees, retrocessions, entry costs if any. The client receives it BEFORE the meeting. No nasty surprise possible.
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Independent advice
We rule out captive profiles, those who only distribute a single brand or one institution's in-house products. We keep advisors working in open architecture, free to compare and recommend across several market solutions.
The network is currently being built. No profile will be described as a partner before these checks are complete.
You can run these checks yourself: verify a professional (in French).
Before the meeting: what governs each profession and the questions to ask (in French).
Not sure which professional fits your need? Tell me your situation, I'll guide you.
Describe your need
* Required fields
Your request is initially reviewed only by L'Observateur Boursier. No data is shared with a professional until we have shown you their identity and obtained your approval.
No professional will contact you after this form without your prior approval. An introduction is not guaranteed during the launch phase.
Would you like to join the initiative?
We work with wealth advisers, chartered accountants and lawyers who share one standard: clear explanations, transparent fees, respect for the client.
An application is not an approval. Credentials, professional insurance, commercial practices and any conflicts of interest are checked before we work together.
Submit my applicationWhat you want to know
Yes. Submitting your request and having it reviewed is free, and we do not charge you for the introduction. When we are paid, it is by our professional partners. Any terms for working with a professional will be presented directly by that professional.
The service is launching and no fixed timeline can yet be guaranteed. We acknowledge your request and then tell you honestly whether a suitable profile can be sought.
No. You may withdraw your request at any time and refuse any suggested profile. A lack of vetted professionals may also prevent an introduction.
Never without your consent. Your information is only passed to the professional you have chosen.