It’s been a very busy time of late. Montfort’s expert team of staff have been winning awards here, scoring accolades there and even receiving the odd Personal Finance Society (PFS) Fellowship, too.

Of no exception is Montfort founder and managing director Geraint Davies’ place within International Adviser’s prestigious IA 100 list; further highlighting Montfort’s unrivalled industry influence and expertise.

A curation of the world’s top 100 movers and shakers within the financial services sector, International Adviser credited Geraint as a pioneer of cross-border solutions for individuals as they moved around the world.

“There have been some seismic changes within the industry in recent times but there are many long-standing influential figures across the world who have stood out from the crowd to make up this Top 100 list”, comments International Adviser editor Kirsten Hastings.

International Adviser further acknowledged Montfort as the first UK-based firm to specialise in global financial planning and praised Geraint for his work with Her Majesty’s Revenue & Customs (HMRC) to develop solutions such as QROPS to facilitate overseas pension transfers.

“Congratulations (to Geraint Davies at Montfort) who immersed himself in the UK, Australia and global pensions system and developed solutions such as QROPS and ROPS with HMRC”, International Adviser subsequently commented.
Speaking to International Adviser at the time of refining its IA 100, Geraint paid homage to his father as one his life-long career inspirations. “A lot of my career success is down to my late father who inspires my mentorship within the industry.”
“I am thrilled to be included in the IA 100”, further comments Geraint. “Over my 35 years in the cross-border industry, a lot of things have happened in terms of regulation and best practice. It’s been eventful to say the least with there still great work to be done to ensure the better outcomes for individuals with complex global financial planning requirements.
“Montfort continues to evolve and raise the bar in this very niche sector of finance. I’m very proud of my team who I believe lead the way in terms of in technical excellence and moral code. I wouldn’t be where I am today without their talent and support”, Geraint continues.
Montfort associate director and office manager, Diane Barrett, also notes, “We’re incredibly proud of Geraint’s achievement. Back in the early days, Geraint pioneered global financial planning while today continues to be an industry icon to his peers, colleagues and next generation of advisers and professionals. Well done!”

As a global leader in financial planning and cross-border solutions, contact Montfort today to discuss your financial planning needs on; +44 (0)1483 202072;



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