Montfort International Our People

Our advisory staff are qualified financial advisers and are fully trained in respect of the strategies, investments and products on which they advise.

Our team, of dedicated paraplanners regularly undertake professional qualifications and development training so that they are able to support and assist our advisers with utmost care and diligence.

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Geraint Davies

Founder & MD

As Montfort's founder and managing director, Geraint has operated in the industry for over 30 years.

Initially forging his career in Australia and returning to the UK in 1992, Geraint's own emigration experience saw a space in which to pioneer cross-border solutions for individuals emigrating. As a result, Montfort was established in 1995 as the first UK-based IFA firm to specialise in this complex sector of financial planning.

Geraint has also worked with HMRC to develop and pioneer solutions, such as QROPS, to facilitate overseas pension transfers.

A proud Welshman, Geraint's number one passion is Welsh rugby, in addition to golf, travel and fine food!

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Glenys Davies

Director

As a director of Montfort, Glenys has played a vital role in the company since its launch 25 years ago. Australian born and bred, and originally hailing from Perth, Glenys brings an unrivalled knowledge of the country and its financial landscape.

Throughout that time, Glenys's focus has been to ensure Montfort offers only the very best customer service and journey experience to its high net-worth client base. Glenys is also actively involved in Montfort's marketing, recruitment and human resources.

In her spare time, Glenys enjoys art history, walking and travelling.

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Carole Maeers

Financial Adviser

Carole has a wealth of expertise in the provision of financial advice to high net-worth clients. With over 25 years financial services experience, Carole boasts a number of investment qualifications, including, the Chartered Insurance Institute (CII) level four Diploma in Regulated Financial Planning. Carole also has extensive experience in producing investment reviews for clients.

In her spare time, Carole enjoys hiking with friends and is passionate about wildlife. Carole once combined these interests hiking five hours to see mountain gorillas in the wild. A keen traveller, Carole also belongs to a book club.

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Shaun Richardson

Financial Adviser

Shaun brings 20+ years of financial services experience to Montfort (in banking, asset & financial advice) and has numerous industry qualifications, most notably the CISI - Private Client Investment Advice & Management (PCIAM – level 6) which he passed with Merit and the London Institute for Banking and Finance: DipFA level 4- Merit Pass in 2017.

Amongst other qualifications, he holds the CISI Securities Certificate and has Law Degrees from the University of Kent & Newcastle in the UK.
He also holds the professional legal (Solicitors') qualification from the University of Law.

As a Financial Adviser, Shaun helps clients with their pensions, insurance & investments. He has wide experience in financial analysis, personal and risk profiling to ensure clients receive optimum advice. He participates in regular seminars and Investment Committee meetings in order to understand and monitor the market.

In his spare time, Shaun enjoys socialising, reading, watching films and listening to music. He also speaks three languages, English, French and Spanish.

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Carol Lintott

Compliance Manager

As Montfort's Compliance Manager, Carol is responsible in the joint management of compliance requirements and processes.

With an extensive career in the financial services sector, Carol has previously worked as a fully qualified financial adviser and once a consultant to the Review Team during the regulator-ordered review of past pensions business. In recent years, while providing business and change management services, Carol has built on her experience in compliance and FCA regulation.

A fan of ‘la dolce vita’, Carol regularly holidays in Italy, enjoys long walks and practices yoga to unwind.

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Min Conant

Finance Manager

As Finance Manager at Montfort, Min is responsible for all accounting processes including preparation of financial statements, management accounts, payroll and invoicing.

Min brings over 17 years’ accountancy experience to the role and has excellent organisational and financial management skills. She is highly proficient in using an array of accounting software.

In her spare time, Min keeps active by regularly going to the gym, playing tennis and table tennis. She also enjoys yoga and reading as ways to relax.

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Oliver De Barra

Paraplanner

Oliver works as a Paraplanner and is highly qualified, holding both the Chartered Insurance Institute’s Level 4 Diploma and the Chartered Institute for Securities and Investment (CISI) Level 6 Diploma. He has thirteen years’ experience in providing financial advice acquired from working at reputable wealth management firms. Oliver particularly enjoys using his analytical skills and sound investment knowledge in his work and excels in producing technical reports for clients and advisers.

Oliver holds a 2:1 BA (Hons) from the University of Birmingham in Drama & Theatre Arts. He is a keen cyclist and is involved with charity work encouraging others to get active and enjoy bike riding.

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Jonathan Crompton

Trainee Paraplanner

Jonathan brings a wealth of administrative skills to Montfort, acquired through servicing insurance and pension policies over the last four years. He has excellent organisational skills and is experienced in preparing reviews for client meetings.

Jonathan has an Open Arts Honours Degree and has also completed the Surrey Graduate Teacher Programme. In his spare time, Jonathan plays a lot of tennis. He also enjoys playing the guitar and makes a daily hike over Box Hill to start the day. He is now rediscovering his old time enthusiasm for the game of chess.

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Tamsin Webb

Marketing Manager

Tamsin manages the firm’s marketing and communications. She brings over 25 years’ marketing experience to the role, acquired from a number of key roles at leading global asset management firms.

Tamsin is focused on building awareness of the Montfort brand and its position at the forefront of global financial planning, servicing high net-worth clients.

In her spare time, Tamsin enjoys walking in the Surrey Hills, visiting art galleries and has a keen interest in interior design.

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Jeff Bowman

International Tax Consultant

Jeff is an Australian chartered accountant who has been based in the UK since 1987. With over 25 years' of tax experience, Jeff's particular expertise lies in the interaction and technical complexities between the UK and overseas tax systems, and their impact on all varieties of taxpayer.

A true Aussie. Jeff regularly enjoys barbecues at home with a cold beer in hand, of course. He also has a passion for cricket, while on weekends, you'll regularly find Jeff cruising down country lanes in his vintage Triumph Stag.

As global financial planners and in a world of ever-changing regulations and rules, Montfort’s experience and technical capabilities provides reassurance to our UK and international clients with the most-complex financial planning, pensions and investment cases.

Glenys Davies Montfort

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.