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Albury
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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.
EnquireThanks to Montfort, I now have a clear understanding of how to realise both my near and long-term financial objectives
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
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.
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.
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.
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.
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.
Very pleased with the growth of my fund since Montfort took it over.
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.
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.
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.
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.
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.
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
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.