Montfort's US-Anglo Financial Planning Service 21 Nov 2018

Happy Thanksgiving and what better time to celebrate Montfort's US-Anglo services than today. ..
READ MORE Montfort Roundel

Montfort's Alex Norwood Awarded Place in New Model Adviser's Top 35 Next Generation Advisers 20 Nov 2018

Montfort financial adviser, pension transfer specialist and associate director, Alex Norwood, has been awarded a place in New Model Adviser's prestigious Top 35 Next Generation Advisers.

A list of the industry’s leading young financial planners (aged 35 years or under) making their mark on the profession, this accolade is fantastic recognition of Alex’s dedication and hard work. As one of the UK's primary industry titles, read by many and revered globally, Montfort is thrilled with Alex’s highly deserved achievement. ..
READ MORE Montfort Roundel

PFS Fellowship For Montfort's Rocket Scientist & Head of Financial Planning, Eugen Neagu 14 Nov 2018

Montfort is thrilled to announce a key milestone for its team of expert financial planners. Former rocket scientist and Montfort head of financial planning, Eugen Neagu, has been awarded a Fellowship by the Personal Finance Society (PFS). As the CII’s premier professional title and highest qualification by the PFS, Eugen’s monumental achievement was formalised by his passing of the J10 examination for Discretionary Investment Management.  ..
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.