Personalised guidance: our goal is to help you reach your objectives Book now

Wealth adviser in Nancy, FrancePay less tax.
Plan what comes next.

One adviser for your taxes, savings, retirement and family. By video call anywhere in France or abroad, or at our office in Nancy.

Book a meeting Get my wealth check in 3 minutes
  • All meetings are free, from the first to the follow-up
  • Registered with ORIAS: CIF, IAS, IOBSP
Staircase of blue glass blocks holding stacks of gold coins, a gold hourglass on top

Example

Retirement plan (PER) contribution
€5,000
Marginal tax rate
30%
Tax saved€1,500

Illustrative example: €50,000 income, one tax share.

Over 40 approved partners, including:

  • Swiss Life
  • Crédit Mutuel Arkéa
  • Selencia
  • Corum L'Épargne
  • Sofidy
  • Eiffel Investment Group
  • Enerfip
  • Marignan
What brings you here

Where do you want to start?

Pick what matters to you. We will look at the rest together in the first meeting.

The method

How it works

All meetings are free, from the first conversation to the yearly review. Nothing is signed without your agreement.

  1. A first meeting

    One hour, by video or in Nancy, to review your situation and plans.

  2. Your strategy, in figures

    Within 7 days, clear recommendations ranked by priority. You decide what happens next.

  3. Set-up, then follow-up

    We open the accounts with you, then review everything once a year.

Client reviews

What our clients say

5.02 Google reviews
Leave a review See on Google

Pour avoir travaillé avec Nicolas, je peux témoigner de son écoute, de sa pédagogie et de la qualité de son accompagnement. Il sait adapter ses conseils à la situation de chacun !

Simon E.Google review, October 2026

Nicolas est un conseiller en or ! Très humain à l’écoute et pédagogue. Son approche est très différenciante du monde bancaire et beaucoup plus complète !! Je recommande à 100%

Tom S.Google review, October 2026

Reviews written in French.

Free tools

Run the numbers

Get a first idea before we talk.

Retirement plan (PER) simulator

How much tax a contribution saves you.

Retirement projection

The capital you can build by retirement.

Fee comparison

What your contract fees cost you over 20 years.

Investor profile

Six questions to find your profile.

Discover the
community

Ask your questions on the forum, watch our videos and get our wealth newsletter.

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Frequently asked

Any questions?

The short answers. For anything else, write to us.

Do the meetings cost anything?

No. All meetings are free, from the first conversation to the yearly review, and you pay no advisory fees. Véloci is paid by the partners whose solutions it places, and the figures are given to you in writing before you sign anything.

Do I need to live near Nancy?

No. Most meetings take place by video, anywhere in France and from abroad. Our Nancy office welcomes you if you prefer to meet in person.

What happens after the first meeting?

Within 7 days, you receive a strategy in figures. If it suits you, we put it in place together. If not, you owe nothing.

Does Véloci sell its own products?

No. Véloci designs no products. We select solutions from over 40 approved partners, insurers and asset managers, based on your situation.

Let's talk about your situation.

All meetings are free, by video or at our office in Nancy. Reply within 24 hours.

Pick a time slot Write to us
contact@veloci-patrimoine.com

Be swift, be Véloci.