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Nicolas MergelNM

Nicolas Mergel

Expert wealth management - Tax assistance 2025

€300/day
Perpignan, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Nicolas

Personalized assessment offered!



Hello everyone,

I have been working as a Wealth Management Advisor since July 2020 in the Perpignan region, and since 2022 within the independent firm Oxion. I am not linked to any banking or insurance network: my sole interest is yours.

During my years of experience, I have been able to solve the problems of over 100 clients on all wealth management topics:
➡️ Monthly or long-term savings investments - an effective and personalized alternative, unlike most traditional banking products
➡️ Retirement planning - by building up financial capital or receiving real estate income
➡️ Tax optimization - in a one-off or long-term strategy, tax optimization is not meaningless but must meet another objective listed here!
➡️ Real estate - direct or SCPI, schemes and taxation: from simple advice to turnkey investment
➡️ Inheritance - financial, real estate, or professional assets, mastering the taxes due by your children upon your succession requires special preparation

The 3 steps of the Oxion method:
1️⃣ We get to know each other
2️⃣ I analyze your situation, provide you with a wealth assessment presenting my work, and implement the strategy after discussion
3️⃣ Ongoing monitoring and support: apart from specific client requests, wealth strategy requires long-term support as your life evolves!

So, ready to take control of your future? Contact me!
  • French

    Native or bilingual

  • English

    Native or bilingual

Can work on-site
Perpignan (up to 50km), Carcassonne (up to 50km), Toulouse (up to 50km), Montpellier (up to 50km)

Experience

  • Oxion Assurances & Patrimoine
    Wealth Management Advisor
    CONSULTING AND AUDITS
    September 2022 - Today (3 years and 9 months)
    Perpignan, France
  • Expert & Finance
    Wealth Management Advisor
    CONSULTING AND AUDITS
    July 2020 - June 2021 (1 year)
    Perpignan, France
  • Acofi Gestion
    Analyst
    BANKING AND INSURANCE
    February 2019 - July 2019 (6 months)
    Paris, France

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Education

  • Master of Finance
    Toulouse School of Management
    2020
  • Bachelor of Management
    Toulouse School of Management
    2017

Skill set

Categories