Home Farm
Shere Road
Albury
Guildford
Surrey
GU5 9BL
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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.
We would like to thank you personally for all the help you have given us over the last few years. We have been in Melbourne for exactly six years, and one day, which means we first made contact with Montfort just over eight years ago. Without your help, our financial situation, especially our pensions, would be in a mess.
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.
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
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.