TESTIMONIALS

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

  • Thanks to Alex Norwood, I now have a clear understanding of how to realise both my near and long-term financial objectives - UK-based client; 2018

  • Alex was extremely helpful in assisting me with disinvesting and finding a more-suitable provider for my current retirement needs. This process was made all-the-more difficult due to the recent FATCA laws and the immense hardships it places on dual-nationals to find qualified individuals such as Alex, who are able to provide accurate and tax-efficient information.

    I was very pleased with the professionalism Alex demonstrated throughout the month's long, tedious and frustrating process. I felt that I had someone on my side who truly cared about my situation and was looking out for my best interests; all the while in line with the ever-evolving regulatory requirements. - Ms C. Chartier, USA; 2017

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

  • ​ 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

  • 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

  • I can’t thank Alex enough for the trouble he took (with my case). They (another financial advisory firm) completely locked me in, and as a result, I will have to go through the options carefully to decide what best to do for my future. Your kindness is very much appreciated. Many thanks again - Ms H. Hardie, 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

  • Cheers to Danielle and Eugen for great advice and support. I really appreciated your help.

    Thank you Montfort - absolutely GREAT! - Mr P. Breslin, Philippines; 2013

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

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

  • In 2010 my life was about to change for the better. After a successful career in General Practice, I found myself 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 however the biggest question at the time was how to make the most of my NHS pension.

    Montfort International, 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 advisors 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 International 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

  • Your advice on pensions and money transfers has been invaluable. The way you explained both subjects, verbally and by written reports, made life so much easier - Mr & Mrs A. Robinson, Australia; 2005

  • Thank you for all your help… I couldn’t have done it without your help and 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 am more than happy to recommend Montfort to anybody who wants to ensure they have the most up-to-date information available to enable them to make an informed decision rather than sticking a finger in the air and hoping for the best.

    I believe Montfort are knowledgeable in their field, very experienced and have many years of accumulated wisdom in this department. Montfort gave me the best information for my situation - not what was going to 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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