{"id":183,"date":"2026-07-03T09:57:21","date_gmt":"2026-07-03T07:57:21","guid":{"rendered":"https:\/\/fidexim.com\/?page_id=183"},"modified":"2026-07-03T10:07:06","modified_gmt":"2026-07-03T08:07:06","slug":"a-propos","status":"publish","type":"page","link":"https:\/\/fidexim.com\/?page_id=183","title":{"rendered":"A propos"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"183\" class=\"elementor elementor-183\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d5f5125 e-flex e-con-boxed e-con e-parent\" data-id=\"d5f5125\" data-element_type=\"container\" data-settings=\"{&quot;shape_divider_bottom&quot;:&quot;tilt&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-shape elementor-shape-bottom\" aria-hidden=\"true\" data-negative=\"false\">\n\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 1000 100\" preserveAspectRatio=\"none\">\n\t<path class=\"elementor-shape-fill\" d=\"M0,6V0h1000v100L0,6z\"\/>\n<\/svg>\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8b705c4 elementor-widget elementor-widget-heading\" data-id=\"8b705c4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">A propos de Fidexim<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d2b9d3b elementor-widget elementor-widget-text-editor\" data-id=\"d2b9d3b\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" data-sourcepos=\"3:1-3:52;23-74\">Un cabinet ind\u00e9pendant \u00e0 vos c\u00f4t\u00e9s depuis 30 ans<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"5:1-5:280;76-355\">FIDEXIM est un cabinet ind\u00e9pendant de gestion de patrimoine et de conseil financier, install\u00e9 \u00e0 Rouen, au c\u0153ur de la Normandie. Depuis trois d\u00e9cennies, nous accompagnons particuliers et chefs d&rsquo;entreprise dans la construction, la protection et la transmission de leur patrimoine.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"7:1-7:216;357-572\">Notre ind\u00e9pendance est notre premi\u00e8re garantie : libre de tout lien capitalistique avec un \u00e9tablissement bancaire ou une compagnie d&rsquo;assurance, FIDEXIM s\u00e9lectionne ses solutions dans l&rsquo;unique int\u00e9r\u00eat de ses clients.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" data-sourcepos=\"9:1-9:29;574-602\">Yannick Vilain, fondateur<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"11:1-11:341;604-944\">Gestionnaire de patrimoine fort de plus de 30 ans d&rsquo;exp\u00e9rience dans la finance, Yannick Vilain a fond\u00e9 FIDEXIM avec une conviction simple : un bon conseil patrimonial commence par l&rsquo;\u00e9coute. Chaque situation est unique \u2014 vos projets, votre horizon, votre rapport au risque \u2014 et m\u00e9rite une strat\u00e9gie sur mesure, pas une solution standardis\u00e9e.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" data-sourcepos=\"13:1-13:17;946-962\">Notre m\u00e9thode<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"15:1-15:68;964-1031\">Notre accompagnement suit une d\u00e9marche rigoureuse et transparente :<\/p>\n<ol class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-decimal flex flex-col gap-1 pl-8 mb-3\" data-sourcepos=\"17:1-20:175;1033-1695\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"17:1-17:172;1033-1204\"><strong>\u00c9couter et comprendre<\/strong> \u2014 un premier entretien pour faire le point sur votre situation familiale, professionnelle, financi\u00e8re et fiscale, ainsi que sur vos objectifs.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"18:1-18:145;1205-1349\"><strong>Analyser<\/strong> \u2014 un diagnostic patrimonial complet, int\u00e9grant toutes les dimensions de votre patrimoine (financier, immobilier, professionnel).<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"19:1-19:171;1350-1520\"><strong>Recommander<\/strong> \u2014 des strat\u00e9gies claires, adapt\u00e9es \u00e0 vos objectifs et \u00e0 votre tol\u00e9rance au risque, pr\u00e9sent\u00e9es avec leurs avantages, leurs contraintes et leurs risques.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"20:1-20:175;1521-1695\"><strong>Suivre dans la dur\u00e9e<\/strong> \u2014 un suivi r\u00e9gulier de vos placements et de votre situation, pour ajuster la strat\u00e9gie au fil des \u00e9volutions de votre vie et de la r\u00e9glementation.<\/li>\n<\/ol>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"22:1-22:187;1697-1883\">Nous travaillons en \u00e9troite collaboration avec un r\u00e9seau de partenaires experts \u2014 notaires, avocats, experts-comptables \u2014 pour vous offrir une vision globale et des r\u00e9ponses coordonn\u00e9es.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" data-sourcepos=\"24:1-24:31;1885-1915\">Nos domaines d&rsquo;intervention<\/h2>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\" data-sourcepos=\"26:1-29:93;1917-2286\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"26:1-26:88;1917-2004\"><strong>Retraite et revenus compl\u00e9mentaires<\/strong> \u2014 anticiper et s\u00e9curiser votre niveau de vie.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"27:1-27:102;2005-2106\"><strong>Gestion et valorisation du patrimoine<\/strong> \u2014 construire une allocation coh\u00e9rente avec vos objectifs.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"28:1-28:87;2107-2193\"><strong>Pr\u00e9voyance et transmission<\/strong> \u2014 prot\u00e9ger vos proches et organiser votre succession.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"29:1-29:93;2194-2286\"><strong>Capitalisation et fiscalit\u00e9<\/strong> \u2014 optimiser vos placements dans le respect du cadre l\u00e9gal.<\/li>\n<\/ul>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" data-sourcepos=\"31:1-31:42;2288-2329\">Un cadre r\u00e9glement\u00e9, gage de confiance<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"33:1-33:51;2331-2381\">FIDEXIM exerce dans un cadre strictement encadr\u00e9 :<\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3\" data-sourcepos=\"35:1-38:68;2383-2723\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"35:1-35:59;2383-2441\">Immatricul\u00e9 \u00e0 l&rsquo;ORIAS sous le n\u00b0 16000673 (<a class=\"underline underline underline-offset-2 decoration-1 decoration-current\/40 hover:decoration-current focus:decoration-current\" href=\"http:\/\/www.orias.fr\">www.orias.fr<\/a>)<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"36:1-36:136;2442-2577\">Conseiller en Investissements Financiers, adh\u00e9rent de la CNCEF (n\u00b0 22\/6722), association agr\u00e9\u00e9e par l&rsquo;Autorit\u00e9 des March\u00e9s Financiers<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"37:1-37:78;2578-2655\">Titulaire de la carte professionnelle immobili\u00e8re CPI 7606 2024 000 000 029<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" data-sourcepos=\"38:1-38:68;2656-2723\">Assur\u00e9 en Responsabilit\u00e9 Civile Professionnelle aupr\u00e8s de Klarity<\/li>\n<\/ul>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"40:1-40:128;2725-2852\">Ces agr\u00e9ments vous garantissent un conseil d\u00e9livr\u00e9 avec loyaut\u00e9, comp\u00e9tence et diligence, dans le respect de la r\u00e9glementation.<\/p>\n<h2 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" data-sourcepos=\"42:1-42:27;2854-2880\">Parlons de votre projet<\/h2>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"44:1-44:186;2882-3067\">Que vous souhaitiez pr\u00e9parer votre retraite, investir, r\u00e9duire votre fiscalit\u00e9 ou transmettre votre patrimoine, le premier rendez-vous est l&rsquo;occasion de faire le point, sans engagement.<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" data-sourcepos=\"46:1-48:42;3069-3167\"><strong>Yannick Vilain \u2014 FIDEXIM<\/strong> 6 rue Perci\u00e8re, 76000 Rouen 06 78 54 26 76<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b7147a1 elementor-align-center elementor-widget__width-inherit elementor-invisible elementor-widget elementor-widget-button\" data-id=\"b7147a1\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeInDown&quot;}\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/fidexim.com\/contact\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contactez Fidexim<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>A propos de Fidexim Un cabinet ind\u00e9pendant \u00e0 vos c\u00f4t\u00e9s depuis 30 ans FIDEXIM est un cabinet ind\u00e9pendant de gestion de patrimoine et de conseil financier, install\u00e9 \u00e0 Rouen, au c\u0153ur de la Normandie. Depuis trois d\u00e9cennies, nous accompagnons particuliers et chefs d&rsquo;entreprise dans la construction, la protection et la transmission de leur patrimoine. Notre [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-183","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>A propos - Fidexim<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fidexim.com\/?page_id=183\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A propos - Fidexim\" \/>\n<meta property=\"og:description\" content=\"A propos de Fidexim Un cabinet ind\u00e9pendant \u00e0 vos c\u00f4t\u00e9s depuis 30 ans FIDEXIM est un cabinet ind\u00e9pendant de gestion de patrimoine et de conseil financier, install\u00e9 \u00e0 Rouen, au c\u0153ur de la Normandie. 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