How we help

We offer a range of financial services tailored to suit the needs of our clients as they emigrate, move around the world or return home

  • Global Financial Planning

    Advising on all aspects of global financial planning

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  • Retirement Planning

    Helping you structure your retirement to maximise your income

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  • Pension Transfers

    Specialist advice on your existing pension arrangements

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  • Tax Planning

    Providing tax efficient financial advice

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  • Financial Professionals

    Complementary services for Financial Advisers

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Montfort founder honoured in prestigious IA 100 

Montfort founder and managing director Geraint Davies selected for International Adviser’s 100 most influential industry figures for the second year in a row. 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.

Both accolades are testament to Geraint’s reputation and experience,  celebrated this 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

Ask A Montfort Finacial Planning Expert

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To speak with one of 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.