Geraint Davies founder and managing director wants to share a subject he is passionate about. Please watch this Youtube and see why it could well have impacted upon you […]Read More
Breaking News……Moneyhelper backs down and agrees to Montfort’s demands to revise “YOUR PENSION – YOUR CHOICES”Read More
Montfort are proud to be paving the way by showcasing awareness and informing members of the public regarding the widely spread ‘Your Pension – Your Choices’ documentation. A ‘one […]Read More
We have become aware that some UK pension providers are writing to their customers who live outside the UK with information that could potentially be mis-interpreted. It appears the […]Read More
Montfort is seeking an Administrator/Paraplanner to join its team of advisers and paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion […]Read More
We are delighted to announce that 28 November 2020 marked Montfort’s 25th Anniversary. Geraint Davies founded the firm in 1995 to assist expatriate clients with the technical complexities of […]Read More
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.
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.