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Shere Road
Albury
Guildford
Surrey
GU5 9BL
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Montfort is a leading firm of independent financial advisers specialising in expatriate global financial planning. Established in 1995, Montfort helped pioneer cross-border solutions across pensions and retirement planning.
Today, we use our experience and expertise to help our UK based and international clients manage their wealth and pensions safely and efficiently.
So whether you’re resident in the UK or leaving the UK for career reasons, seeking a new life abroad in retirement or returning home, Montfort provides a holistic service to help with your financial planning and wealth management.
EnquireAdvising on all aspects of financial planning
Find Out MoreHelping you maximise your income in retirement
Find Out MoreSpecialist advice on existing pension arrangements
Find Out MoreTax efficient financial advice
Find Out MoreWhile tax rules may continue to evolve, we’re committed to providing stability and support for our clients and focus together on making the most of the present opportunities, adapting […]
Read MoreWithout expert planning you could be liable to higher rates of tax both in the UK and other countries.
To speak with one of our qualified financial advisers, please do not hesitate to contact us with any queries you may have regarding your financial planning and the services we offer. We would be delighted to be of assistance.
Opening Hours:
Monday to Friday 0900-1730