Montfort celebrates 25th Anniversary

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 global financial planning.

Today, we celebrate in the knowledge that we have helped numerous clients move their wealth around the world safely and efficiently. We continue to have a highly experienced in-house team, as well as access to a substantial network of industry experts and trusted associates, to provide clients with a holistic approach to their global financial planning.

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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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