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

Australia Cuts Capital Gains Tax Exemption

For decades, Australians living abroad have been able to claim the capital gains tax (CGT) exemption on the family home but new legislation states that this will no longer […]

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Montfort founder Geraint Davies comments on FCA pension transfer proposals in the latest edition of CISI Review https://t.co/WqYeOXtmdt

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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.