Montagu Financial Management

Independent Financial Adviser  1 Ilex House, Middlesex, TW1 4HF
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FCA authorised
Last authorised 21st June 2021
Pensions is our main area of expertise, given the new freedoms, why not review yours now?
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Paul Bailey
Financial Planner
MR Chris Simpkin
Director
About us

Montagu is an independent financial planning company based in Twickenham. Our experienced advisers provide professional, informed and unbiased advice.

Our services

Pensions - both pre and post "retirement"
Working with you to provide a detailed future financial plan!

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

1 Ilex House, 94 Holly Road, Twickenham, Middlesex, TW1 4HF

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