Specialists in global financial planning

Montfort is a leading firm of independent financial advisers specialising in global financial planning. Established in 1995, Montfort helped pioneer cross-border solutions across pensions, retirement planning and personal finance. Montfort stands 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.

Montfort continues to look after millions of pounds of investments for its clients with the aim of ensuring the transfer of their wealth with the utmost efficiency and care. Montfort’s combined years of experience and specialist knowledge ensures its team of advisers and paraplanners provide a high level of service to its clients and affiliated independent advisory firms.

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

In 2020, Montfort marks 25 years in the cross-border financial planning sector. It celebrates in the knowledge that it has helped numerous clients move their wealth around the world safely and efficiently. Today, Montfort not only has its own highly experienced team but has access to a network of industry experts and trusted associates to provide clients with a range of services and a holistic approach to their global financial planning.

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  • 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

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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.