TESTIMONIALS

Discover why so many people rely on us to provide up-to-date expert advice on migrating finances overseas.

  • Montfort were incredibly helpful during our move to Spain. The team took the time to explain everything to ensure we could act quickly on their advice. I was really impressed with the end report which gave us clear guidelines on managing our pensions, income, residency and setting up bank accounts, everything! We would not hesitate to recommend Montfort again - Ms S. Stienen-Durand, Spain; 2016

  • In 2010 my life was about to change for the better. After a successful career in General Practice I was, at the age of 53, considering an early retirement and emigrating to the USA. My wife's American citizenship would offer me a Green card, but the biggest question at the time was how to make the most of my NHS pension. Montfort, and especially Geraint Davies, offered an innovative approach born from real expertise in the field. In 2010, Geraint opened a door to a future I could never have imagined and which, at the time of writing in 2016 is magnificent. As our emigration date approached in June 2012, Geraint and his advisers kept a steady hand on the tiller as the day grew near. I was able to obtain a pension transfer from the NHS to an international company based in Malta, which allowed me to make the very best of what I had at the time. No one should underestimate the complexities of these issues! There are shark-infested seas out there for the unwary and Montfort have a proven track record negotiating these difficult waters. I can recommend this firm wholeheartedly to anyone interested in emigrating and pension transfers. We will remain forever grateful to Geraint and his team - Mr N. Down, USA; 2016

  • Just a note to say we passed the four-year landmark for my mother-in-law recently and her Parent Retirement visa. She has now been given a permanent residence visa with all conditions removed and is free to live and 'work' in New Zealand.

    I would like to thank the team at Montfort for all your hard work and creative thinking to enable us to get her out here as the key to our whole plan. I would recommend your specialist financial planning skills to any migrant.

    You have continued to provide a very real and personal service which has been a great support to our family since we migrated - Mr D. Thompson, New Zealand; 2015

  • ​ Thank you Montfort for your very professional help and advice over the last three years. We're now settled in Skipton; both personally and financially - Mr C. Haynes, UK; 2017

  • We would like to thank you personally for all the help you have given us over the last few years. We have been in Melbourne for exactly six years, and one day, which means we first made contact with Montfort just over eight years ago. Without your help, our financial situation, especially our pensions, would be in a mess.

    We know we have been very cautious with our pension investments over the last few years but we are very happy with the outcome. We have seen steady growth during the GFC and it has left us in a healthy position to grow our future plans here in Australia - Mr & Mrs D. Cox, Australia; 2013

  • Many thanks for all your work this year; especially firming up our planning for the move to Australia - Mr & Mrs M. Whitmore, Australia; 2014

  • Thanks for your quick response and looking after me; your service is truly great. I would use the services of Montfort International again in the future should the opportunity arise - Mr S. Tsang, Australia; 2011

  • Thank you for your comprehensive report and the information provided; much appreciated.

    Montfort exceeded my expectations! - Mr M. Lew, Hong Kong; 2012

  • Thank you for all your help… I couldn’t have done it without Montfort. I’m so glad I chose your financial assistance - Mr M. Watson, UK; 2013

  • A big thank you to all your team of experts for such a great effort and sticking with us. Without the combined skills and expertise you have at Montfort, this would not have been possible, especially within the time frame set by the High Commission - Mr & Mrs R. Mellor, Australia; 2005

  • I had occasion to use Montfort for answers to a pension dilemma I found myself in a few months ago. I had finished 23 years' service with a large international firm which provided me a final salary pension scheme, with the option to take a full pension, or, a tax-free lump sum and reduced pension for life. I had moved to New Zealand where there are supposed advantages if you transfer a UK pension (before it is in payment). I wanted to be as sure as possible the best route to take. Montfort collected many details and took painstaking care to follow my wishes; further teased out by questionnaires and risk tolerance assessments. In a nutshell, the comprehensive report service provided was at my pace, completely independent and considered all aspects of my situation. At all times, they answered a multitude of extra questions. I am more than happy to recommend Montfort to anybody who wants receive the most up-to-date information available to enable an informed decision rather than sticking a finger in the air and hoping for the best. I believe they are quite knowledgeable in their field, very experienced and have many years of accumulated wisdom in this department. In the end, I decided to draw the pension in the UK. This was the first recommendation considering my risk tolerance. However, immediately following the Chancellor's 2014 Budget, the recommendation changed to account for more-favourable conditions then available. Montfort provided the best information for my situation and not what would provide the most revenue for them - Mr J. Campbell, New Zealand; 2014

  • We have been in Western Australia for nearly four years now and looking back, we are continually grateful for the help and advice you gave us for getting our financial affairs in order, including the successful transfers of our pensions. Well worth the relatively small fee we paid you! Please feel free to use what I have just said to encourage others - Mr & Mrs R. King, Australia; 2015

Get in touch

The earlier you start to plan moving your finances, the more options you have.

Contact us today and a member of the Montfort team will be in touch to further discuss your situation and how we can help you.

Tel +44 (0) 1483 202072 Email Us

 


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