Welcome to Montfort

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 clients manage their wealth and pensions safely and efficiently as they move around the world.

So whether you’re 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.

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How we help

  • Global Financial Planning

    Advising on all aspects of financial planning

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  • Retirement Planning

    Helping you maximise your income in retirement

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  • Pension Transfers

    Specialist advice on existing pension arrangements

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  • Tax Planning

    Tax efficient financial advice

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Latest News

Oliver de Barra, Montfort Paraplanner, completes 100,000ft challenge

Inspired by Captain Tom’s incredible achievements, Oliver de Barra set his own personal challenge – to cycle a hill climb of 1,000 feet each day for 100 days. We’re […]

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Inspired by Captain Tom's incredible achievements, Montfort Paraplanner Oliver de Barra set his own personal challenge - to cycle a hill climb of 1,000 feet each day for 100 days. Well done Oliver, a great achievement! All donations go to the charity Mind.https://t.co/dcYn32J8hW

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Without expert planning you could be liable to higher rates of tax both in the UK and other countries.

Geraint Davies Montfort

Ask A Montfort Finacial Planning Expert

Ask an expert

To speak with one of 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.