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
  • Pensions

    Specialist advice on existing pension arrangements

    Find Out More
  • Tax Planning

    Tax efficient financial advice

    Find Out More

Latest News

Montfort celebrates 25th Anniversary

We are delighted to announce that 28 November 2020 marked Montfort’s 25th Anniversary. Geraint Davies founded the firm in 1995 to assist expatriate clients with the technical complexities of […]

Read More

Geraint Davies founded the firm in 1995 to assist expats with the complexities of global financial planning. Today, we celebrate in the knowledge that we have helped numerous clients move their wealth around the world safely and efficiently.

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 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.