CEP Consultant en Patrimoine

Founded by Jean-Marc Pénichon and Patrick Roussel, CEP - Conseillers en Patrimoine is a firm of independent wealth management advisors based in Tours, France. The company prides itself on its values of independence, expertise, and proximity to its clients. They offer a holistic approach to wealth management, providing comprehensive advisory services that cover the legal, tax, financial, and real estate aspects of a client's assets to help them build, manage, and transfer their wealth effectively. The firm is a regulated entity registered with ORIAS as a Financial Investment Advisor (CIF).