Montfort International Client Testimonials

People rely on us to provide up-to-date advice on migrating finances overseas.

As an established provider of independent financial planning, we aim to provide the best possible service but don’t take our word for it, here’s just some of the feedback from our clients over the years.

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  • Thanks to Montfort, I now have a clear understanding of how to realise both my near and long-term financial objectives

    UK CLIENT 2018

  • Montfort were incredibly helpful during our move to Spain. The team took the time to explain everything to ensure we could act quickly on their advice. I was really impressed with the end report which gave us clear guidelines on managing our pensions, income, residency and setting up bank accounts, everything! We would not hesitate to recommend Montfort again

    Ms S. Stienen-Durand SPAIN - 2016

  • 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

  • Thank you Montfort for your very professional help and advice over the last three years. We're now settled in Skipton; both personally and financially.

    Mr C. Haynes UK - 2017

  • I was very pleased with the professionalism Montfort demonstrated throughout the process. I felt that I had someone on my side who truly cared about my situation and was looking out for my best interests, while keeping in line with the ever evolving regulatory requirements.

    Ms C. Chartier USA - 2017

  • I can’t thank Montfort enough for the trouble they took with my case. Another financial advisory firm completely locked me in, and as a result, I will have to go through the options carefully to decide what best to do for my future.

    Your kindness is very much appreciated. Many thanks again.

    Ms H. Hardie UK - 2017

  • Thanks for your quick response and looking after me; your service is truly great. I would use the services of Montfort International again in the future should the opportunity arise.

    Mr S. Tsang Australia - 2011

  • Very pleased with the growth of my fund since Montfort took it over.

    KB Lancashire - December 2021

  • I have been dealing with Montfort for several years now. I have been impressed by their professionalism and friendly personal service in handling my investments. This entailed having to have a financial adviser who was able to deal with both South Africa and the UK.

    SC South Africa - January 2022

  • We would like to express our heartfelt appreciation to Montfort International, especially Shaun and Damon for their dedication and hard work.
    As we now live outside the UK, they successfully worked through some very difficult and at times annoying obstacles when helping us with our UK pensions. Their sense of responsibility, reliability and dedication to our case has immensely helped in contributing to our now financial stability. Their positive approach and commitment towards work are well and truly appreciated.
    We have no hesitation in recommending Montfort to anybody wanting professional financial advisers. We would recommend Montfort in a heartbeat.

    P & L UK - March 2022

  • Hi all at Montfort, you helped us with our emigration journey to New Zealand in 2008 and now all our pensions have been transferred, I would like to take this opportunity to thank you guys for all your help over the years.

    Liz and Mick New Zealand - March 2022

  • Hello Geraint, your three pennyworth are always appreciated and would be foolish to ignore. As we say in Yorkshire, 'let's crack on then'. Your colleagues, Shaun, Damon and Danielle, who have been involved by the way, are a real credit to you and Montfort.

    MB Turkey - March 2022

  • Before leaving the UK for New Zealand I consulted Montfort International and their knowledge of NZ Tax Laws saved me a great deal of money, for which I was very grateful. In October 2021 I was faced with a dilemma concerning Life Insurance; after Geraint Davies proposed the way forward, Damon George used his knowledge, expertise, a great deal of patience and good humour to bring it to its conclusion. I was kept up to date throughout, knowing I could contact them at any stage, as the process proved to be difficult and protracted thanks to Covid-19. I thoroughly recommend Montfort International to all investors.

    SB New Zealand - April 2022

  • Congratulations on the pioneering work you have done to develop the FISIC (Financially Impacted by Some International Checkpoints) – I only wish I had known about it earlier And the VA-STING (Vulnerable and Susceptible to an International Nowledge Gap) is another principle that has rung home. If I had only known about these so simple concepts five years ago then I doubt whether I would have been scammed.
    Montfort, you have opened my eyes to financial planning and why its not about just buying a product. I am eagerly looking forward to building my holistic financial independence plan with my FISIC issues factored and my exposure protected from VA-STING going forward. Thanks for all the work you have done for me – looking forward to the next step.

    PS I wish my pension scheme had been required to alert me to my FISIC status (they knew about it) – but perhaps then I wouldn’t have been ripped off and our paths would not have crossed!

    AR Poland - June 2022

  • Wow, wow, wow, your FISIC concept is so simple, in fact it’s so simple why has nobody advised of having these FISI Checkpoints before? You have seen something that I can’t believe my previous adviser didn’t pick up on. He advised me as if I was a UK resident with no overseas factors (as I was at the time non-UK resident). It was a walk in the park advice, when it clearly isn’t and wasn’t anything of the sort!
    No wonder people like myself make mistakes. And your VA-STING sums up how much those who have any overseas connections need to take specialist advice. I would reckon probably 35% of the Brits are FISICs – I am definitely going to tell my friends about your service – it's unique and very special and very important.
    It's time everybody knew whether they were or were not a FISIC and what VA-STINGs might suffer

    SF UK - June 2022

  • I still appreciate the time and help you gave us prior to our move to Australia, some 10 years on.

    VB Australia - July 2022

  • As a long-time resident (and tax payer) of Spain with a complex portfolio of pension arrangements in the UK, I was surprised to discover how extremely difficult it was to find a professional pension adviser that was both qualified and competent to provide pension advice to someone in my position.

    The service provided to me by Montfort has proven to be very thorough and detailed, ultimately leading to an optimal outcome after detailed consideration of a variety of possible courses of action.

    I am very satisfied with the service provided by Montfort, and would not hesitate to recommend their services to anyone else who finds themselves in a similar position

    KR Spain - August 2022

  • Carole and Geraint took the time to fully understand my retirement needs and then provided me with several options and recommendations regarding my pension transfer, to ensure all my financial requirements were met. Their ongoing communication and quality of service was truly excellent and at a level rarely seen or experienced these days in the finance industry.

    KK Canada - October 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. We will remain forever grateful to Geraint and his team

Mr N.Down USA - 2016

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