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. With 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.

 

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Our timeline

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.

1982

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.

1995

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.

2002

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).

2006

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

2019

Celebrating 25th Anniversary

Montfort celebrates its 25th anniversary as a leading provider of cross-border financial advice.

2020

There are shark-infested seas out there for the unwary and Montfort have a proven track record negotiating these difficult waters. I can recommend this firm wholeheartedly to anyone interested in emigrating and pension transfers. We will remain forever grateful to Geraint and his team

Mr N. Down USA - 2016

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