Holistic approach

We start by asking about and listening to your plans and your challenges and we consider where you want to go in the future. We look at your finances now, including pensions and investments, and we offer the most suitable advice for your situation.

Whether that’s restructuring and facilitating the transfer of pensions in the most efficient way, preparing your investments for the move or tax planning to minimise costs in the UK and your new country of residence – only when we thoroughly understand your specific needs can we make recommendations to suit your needs.

Enquire

We listen

  • How do you feel about risk?

    We consult with you to understand how best to serve you

  • What lifestyle are you looking for?

    We offer financial advice to enable you to achieve your goals

  • Will you be working or retiring?

    Our advice is tailored to your unique working arrangements

  • Will you need to utilise funds to buy a home?

    We work to prepare your investments for the move

Enquire

What you can expect

Initial enquiry

We’ll arrange a one-to-one meeting with you at our offices near Guildford, Surrey or at a location convenient for you in the South East. If it is more convenient to you, we can also arrange a Skype meeting

1

Consultation

You’ll meet one of our fully trained specialist advisers to talk through how we can help you to transfer your investments overseas when you migrate, safely and tax-efficiently. We recommend suitable financial plans, strategies, investments and other products after finding out sufficient information about your circumstances.

2

Financial situation analysis

You then engage us to analyse your entire financial position and prepare a report.

3

Personalised Plan

We’ll create a plan that’s tailored to your individual circumstances, needs and aspirations.

As we are independent, we provide whole of market advice and be completely open and transparent in the way we deal with you.

4

Support strategy

We’ll prepare a strategy to support the plan and hold further meetings with you to explain, discuss and confirm.

5

Implementation

With your approval and at your request, we’ll implement the recommendations accordingly.

6

Keeping you informed

To ensure your pensions and investments continue to work hard for you, we’ll conduct regular review meetings or, if applicable, we'll work with advisers in your new country of residence post-departure to finalise implementation.

7

With 25 years of experience in independent financial planning for expatriates we have a proven track record in helping clients to transfer wealth safely and efficiently.

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.