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.


How we help

  • Global Financial Planning

    Advising on all aspects of financial planning

    Find Out More
  • Retirement Planning

    Helping you maximise your income in retirement

    Find Out More
  • Pension Transfers

    Specialist advice on existing pension arrangements

    Find Out More
  • Tax Planning

    Tax efficient financial advice

    Find Out More

Latest News

QROPs list update

QROPs list update: On 15 April, HMRC updated its list of Recognised Overseas Pension Schemes (ROPs) with an increase of eight schemes. Australia dominates the list with 59% of […]

Read More

A reminder to our Australian expatriate clients that the deadline for Capital Gains Tax exemption on property in Australia is 30 June 2020. Please do get in touch if you require advice https://t.co/vKnUbVcD1S #australianCGT #expatriatefinancialadvice

View all news

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.