Let’s Talk About Your Financial Future.
Whether your finances span countries, you’re approaching retirement, or you’re simply looking for a clearer plan, an initial conversation is a chance to understand where you are and what you need.
Your initial consultation is free of charge.
Prefer to speak to us directly? Call +44 (0)1483 202072
Is Montfort right for you?
Life between countries
UK residents, expats and people moving between countries who need to understand how different jurisdictions affect their financial plans.
Pensions and investments
People managing pensions, investments, income or assets across countries or through changing circumstances.
Retirement planning
Those preparing for retirement or looking for a clearer plan for how their wealth can support the years ahead.
Family and legacy
Families thinking about inheritance, wealth preservation and how they want to provide for the people who matter to them.
You don’t need to know exactly what advice you need before you contact us. If your financial life has become more complicated, we can help you understand where to start.
Tell us a little about yourself
Give us a little context about your circumstances and what you’d like help with. This helps us make your first conversation as useful as possible.
- Initial consultation is free of charge
- No obligation to proceed
What happens next
Share your location, the countries involved and the financial issue you’d like to address.
Clear about fees from the start.
Your initial consultation is free of charge. We believe you should understand the cost before any work begins. If you go on to need advice, fees depend on the complexity of your circumstances, the jurisdictions involved and whether you need one-off planning or ongoing advice.
We’ll confirm the scope and applicable charges before work begins.
Prefer to speak to us?
If you’d rather talk to someone directly, you can contact the Montfort team using the details below.
- Telephone
- +44 (0)1483 202072
You don’t need to have everything figured out.
Tell us where you are today. We’ll help you understand what comes next. Your initial consultation is free of charge.