Seeking cross border financial advice

You might be looking to leave the UK for career reasons or seeking a new life abroad to retire. You could be a returning national who has spent years abroad, or you may be a foreign national based in the UK.

You may be considering reviewing your pensions or you may be concerned about the tax implications of migrating your wealth. The overarching factor is you’ll be requiring a highly-specialised financial advice service that has the expertise to deal with the complexities of cross-border tax regimes and has years of experience in navigating these challenges.


Our Approach

Your interests are at the centre of everything we do.

  • Working with you

    Our financial planning advice is tailored to your specific needs.

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  • What You Can Expect

    We provide a step by step service to help you achieve your financial goals

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Client Testimonials

Throughout our website you will find relevant testimonials from our many satisfied clients. For a more comprehensive list of client feedback, please do take a look at our testimonials page.

Read Testimonials

Just a note to say we passed the four-year landmark for my mother-in-law recently and her Parent Retirement visa. She has now been given a permanent residence visa with all conditions removed and is free to live and 'work' in New Zealand. You have continued to provide a very real and personal service which has been a great support to our family since we migrated.

Mr D. Thompson New Zealand - 2015

Ask A Montfort Finacial Planning Expert

Ask an expert

To speak with one of our 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.

Opening Hours:
Monday to Friday 0900-1730