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).
Company Details
- Employees
- 32
- Founded
- -
- Address
- Montfort, Home Farm,shere Road,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- montfort-intl.com
- Keywords
- QROPS, QNUPS Adviser, HMRC List, QROPS, SIPP, SSAS, QROPS Advice, QROPS Adviser, Investments, Life Assurance, QROPS Investments, Expat Pension Advice, International Pensions, Moving to Australia, Moving to New Zealand, International Financial Advice, Global Financial Planning, International Tax, FISIC, Retirement Planning, Tax Efficiency, Holistic Lifestyle Planning, Maximising Wealth, Migration, Cross-border Solutions.
- HQ
- Albury, Surrey
- Competitors
- Family First Direct, Pearwood Financial Planning, Spero Financial Group Inc., WPP Financial Services - Mortgages & More, Lux Education Consultancy, Juniper Financial Management Limited, Office Relocation Solutions, MONTFORT, EFPA UK | European Financial Planning Association, Insured-Life.
Montfort Questions
Montfort's website is montfort-intl.com
Montfort's LinkedIn profile is https://uk.linkedin.com/company/montfortintl
Montfort has
32 employees.
View email and phone details for 32
employees at Montfort.
Montfort's industry is
Financial Services
Montfort's top competitors are
Family First Direct,
Pearwood Financial Planning,
Spero Financial Group Inc.,
Wpp Financial Services - Mortgages & More,
Lux Education Consultancy,
Juniper Financial Management Limited,
Office Relocation Solutions,
Montfort,
Efpa Uk | European Financial Planning Association,
Insured-Life.
Montfort's categories are Financial Services
Montfort's founding year is 1995
