Geraint Davies honoured in prestigious IA 100 2019

We are delighted to announce that Montfort founder and managing director Geraint Davies has featured in International Adviser’s 100 most influential industry figures for the second year in a row. Commenting on the selection, Kirsten Hastings, Investment Adviser Editor says, “As our industry continues to be shaken by huge regulatory shifts, technological advances and the ever changing needs of clients, IA 100 shines a light on those individuals who are meeting the challenges head on, quickening the pace of change and leading by example”.

In the publication, Geraint refers to his work in helping to pioneer cross-border pension solutions for expatriates as one of his career highlights. A timely reflection, as Geraint recently featured in Australian national newspaper, the Sydney Morning Herald for his expertise. Writing for the paper, George Cochrane, Fairfax Media financial expert said, “I note that when an Australian Parliamentary committee was discussing the (transfer of UK pensions to Australia) in 2002, they called on a former Australian adviser who had returned to the UK and set up a company called Montfort International giving specialist advice to UK expats worldwide.The firm also assisted the UK government to establish its QROPS scheme in 2006.”

Both accolades are testament to Geraint’s reputation and experience which will be celebrated next year as 2020 marks the 25th anniversary since the start of Montfort in 1995.

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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

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