Montfort celebrates 25th Anniversary
Geraint Davies, founder and managing director of Montfort, started his career as a financial adviser in 1982. Whilst living in Perth, Western Australia, he specialised in Australian financial recommendations for UK emigrants.
In 1995 and once Geraint returned to live in the UK, Montfort International Limited was formed to specifically provide essential financial planning to migrants. Montfort helped establish the very first UK-to-Australia pension transfer solution, a bespoke product developed for those moving, or had moved, to Australia from the UK.
In May 2002, Montfort was requested by the Australian Senate for its views on UK pension transfers to Australia. A few years later and in March 2006, Her Majesty’s Revenue & Customs (HMRC) called for Geraint Davies’ technical expertise and input as they first developed Qualifying Recognised Overseas Pension Schemes (QROPS).
Fast-forward to 2020 and Montfort celebrates 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 over the years. While Montfort no longer provides pension transfer advice (although can refer clients to appropriately authorised advisers), it retains a highly experienced team and network. Montfort continues to work alongside trusted associates across the globe to ensure clients have access to the right technical advice in their new country of residence or as they simply begin their retirement years in the UK or overseas.