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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 […]
Read MoreGeraint Davies featured in Sydney Morning Herald
Established in 1995, Montfort pioneered cross-border solutions across pensions and retirement planning but don’t take our word for it, here’s what the Sydney Morning Herald has to say: Writing […]
Read MoreMontfort is recruiting: Financial Adviser
Montfort is seeking an experienced financial adviser. The position presents an opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. The role further […]
Read MoreHow An Overseas Pension Transfer Could Impact Your Financial Health
If you currently live or work overseas and have been offered the option to transfer out of your Defined Benefit (DB) Pension Scheme, it is important to consider whether […]
Read MoreMontfort puts Defined Benefit Transfers in the spotlight
If you have a Defined Benefit (DB) pension and are considering transferring out, you may have concerns due to recent media reports which focus on issues surrounding DB contingent […]
Read MoreFacility to reclaim QROPS transfer charge, Montfort explains more…
Earlier in the year HM Revenue & Customs published details on how expats, who have wrongly paid the Qualifying Recognised Overseas Pension Scheme (QROPS) Overseas Transfer Charge (OTC), are […]
Read MoreMontfort 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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