Specialists in global financial planning

Established in 1995, Montfort is a leading firm independent financial advisers specialising in global financial planning. We stand proud as one of the first UK providers of tailored solutions in response to the technical complexities many individuals face as they emigrate, move around the world or return home.

Our technical capabilities and expertise are far reaching across many global jurisdictions. With an inimitable understanding of the complexities surrounding UK and overseas pension transfers, Montfort has a particular knowledge of overseas pension solutions including Qualifying Recognised Overseas Pension Schemes (QROPS).

Our primary focus is to deliver appropriate financial strategies to help clients achieve their goals and optimum wealth.


Get to know us

  • Our People

    Meet the Montfort team

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  • Our History

    We’ve been helping individuals since 1995 with their cross border financial advice requirements

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I can’t thank Montfort enough for the trouble they took with my case. Another financial advisory firm completely locked me in, and as a result, I will have to go through the options carefully to decide what best to do for my future.

Your kindness is very much appreciated. Many thanks again.

Ms H. Hardie UK - 2017

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.