Autumn Budget 2017 - What To Look Out For 21 Nov 2017

This year’s Autumn Budget will be announced by Philip Hammond, Chancellor of the Exchequer, tomorrow with there much debate and speculation within the financial services sector. ..

READ MORE Montfort Roundel

In The Press: Eugen Neagu Speaks To FTAdviser 17 Nov 2017

Montfort's head of financial planning Eugen Neagu spoke with the FTAdviser's Maria Espadinha today regarding the ill advice British Steel Pension Scheme (BSPS) members are receiving and estimated only 15 per cent of members, currently under pressure to decide what to do with their retirement nest egg, should transfer out their defined benefit pension. ..

READ MORE Montfort Roundel

International Funds Summit 2017, Cyprus 08 Nov 2017

Montfort’s managing director, Geraint Davies, ventured to Cyprus last week by his attendance to the International Funds Summit 2017.  ..

READ MORE Montfort Roundel

The Unravelling Complexities of Pension Freedoms 04 Nov 2017

Introduced in 2015, pension freedoms may offer individuals greater financial flexibility however throw into the mix transferring those pensions overseas, further complexities and concerns unravel.  ..

READ MORE Montfort Roundel

Drake Devonshire, Canada 01 Nov 2017

Montfort is adding a little something new to its mix. As experts in global financial planning, we’re also lovers of all things cultural, stylish and of course, international. Each month, we’ll provide you a flavour of the latest places and spaces across the globe tickling our fancy. With Canada one of the hottest destinations we’re seeing our clients move to, we thought we’d deliver a new little beauty to open its doors across the pond… ..

READ MORE Montfort Roundel


Enter your email address below to receive Montfort communications regarding the latest Montfort happenings and developments, including the services we offer. We'll also keep you informed on industry news from time to time.

All data collected is held according to the Montfort Privacy Policy. You can unsubscribe at any time.