Geraint Davies begins financial career
Geraint Davies, founder and managing director of Montfort, started his career as a financial adviser in 1982 whilst living in Perth, Western Australia, specialising in Australian financial recommendations for UK emigrants.
Montfort International founded
In 1995 and once Geraint returned to live in the UK, Montfort International Limited was formed. As the first UK-based, independent financial advisory firm to specifically provide essential financial planning to migrants, Montfort further established the very first UK-to-Australia pension transfer solution.
Montfort appointed by Australian senate
In May 2002, Montfort was appointed by the Australian Senate as a Consultant for its views on UK pension transfers to Australia.
HMRC seek guidance from Montfort
In March 2006, Her Majesty's Revenue & Customs (HMRC) called for Geraint Davies’s technical expertise and input as they first developed Qualifying Recognised Overseas Pension Schemes (QROPS).
Geraint receives industry recognition
Geraint Davies awarded a place International Adviser's prestigious IA 100 for the second year in a row. A curation of the world’s top 100 movers and shakers within the financial services sector, International Adviser credited Geraint as a pioneer of cross-border solutions
Celebrating 25th Anniversary
Montfort celebrates its 25th anniversary as a leading provider of cross-border financial advice.