Montfort Company Profile, Contacts & Intelligence

Financial ServicesUnited Kingdom32 employeesFounded 1995
1 contact with email or phone data1 with email data
View verified contacts Compare competitors
Employees
32
Company source estimate
Reachable Contacts
1
Visible contacts with email or phone data
Contacts With Email
1
1 of 4 visible contacts
Departments
2
Mapped contact coverage

Montfort Overview

Montfort is a leading UK IFA, specialising in global financial planning. Established in 1995, the firm pioneered cross-border solutions across pension planning, personal finance, investments and associated tax efficiency. Today Montfort stands proud as one of the first UK providers of independent financial planning to specialise in the technicalities of financial advice as individuals move around the world and/or return home to the UK. Montfort continues to handle millions of pounds of investments for its UK and global network of clients to ensure the management and transfer of their wealth with the utmost efficiency, ethics and care. Montfort’s combined years of experience ensures its team of advisers and paraplanners provide an unrivalled level of service and technical advice to its clients and affiliated independent financial advisory firms. Montfort understands the complexities of tax regulation in the UK and overseas above anyone else. With a specialist knowledge of QROPS and ROPS, Montfort's founder and managing director, Geraint Davies, notably worked with HMRC to pioneer and develop such structures for the migration of pensions. Montfort's knowledge is far reaching to provide specialist knowledge on all countries and jurisdictions; notably Australia, the United States, Canada, New Zealand and the UK. Further expertise lies in global estate planning, pension planning advice, international life assurance, critical illness and income protection. Montfort International Limited is authorised and regulated by the Financial Conduct Authority (FCA).

Headquarters
United Kingdom
Website
montfort-intl.com
Industry
Financial Services
Founded
1995
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
QROPS QNUPS Adviser HMRC List QROPS SIPP SSAS QROPS Advice QROPS Adviser Investments Life Assurance QROPS Investments Expat Pension Advice

Montfort Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

1 contact with contact data
1 with email data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using Montfort's company email domain.
General
2
Finance
1

Montfort People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

G
Glenys Davies
Associate Director at Montfort
E
G
Geraint Davies
Founder and Managing Director
P
Praislin Samuel
Student at Montfort
D
Damon George
Administration Manager

Montfort Workforce Composition

Seniority breakdown across 16 visible profiles.

Individual contributor
11
Associate / junior
2
Executive
1
Director
1
Manager
1

Compare Similar Companies to Montfort

Explore companies in related markets and compare their industry and employee estimates.

Company Industry / match Employee estimate Page
Office Relocation Solutions Truck Transportation 19 View company
Pearwood Financial Planning Financial Services 6 View company
Insured-Life Insurance 5 View company
WPP Financial Services - Mortgages & More Financial Services 4 View company
Juniper Financial Management Limited Financial Services 2 View company
EFPA UK | European Financial Planning Association Financial Services 1 View company
Family First Direct Insurance Not listed View company
Lux Education Consultancy Education Not listed View company
Spero Financial Group Inc. Financial Services Not listed View company