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.  ..

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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.  ..

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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… ..

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Become A Paraplanner At Montfort 25 Oct 2017

Montfort is seeking an exceptional individual to join its rapidly expanding team of experienced paraplanners and advisors. 
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HMRC’s Pensions Transfer Roadblock To Affect Thousands 20 Oct 2017

Global pension transfers have hit the news again this week with the spotlight on Australia. Concerns are raised for Australians currently living in or have previously resided in the UK and also for British expats now based in Australia who may have to wait years, or even decades, to transfer and access their retirement savings into their Australian superannuation account. ..

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Week in the News 6th October 2017 06 Oct 2017

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Week in the News 29th September 2017 29 Sep 2017

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Week in the News 25th September 2017 25 Sep 2017

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Week in the News 15th September 2017 15 Sep 2017

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Week in the News 8th September 2017 08 Sep 2017

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