Montague Wealth Management Limited

Independent Financial Adviser  Hollymead, Banstead, Surrey, SM7 2AG
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FCA authorised
Last authorised 1st March 2021
Professional and friendly independent financial planning advice tailored to your individual circumstances from long-standing experienced advisors.
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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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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Accident & sickness
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Peter Grant Dip FA CeMAP MLIBF
Director
About us

We offer the highest standards of financial planning. Our advisers have over 20 years’ experience each with loyal and long term relationships with their clients and we are all friendly, and approachable. We believe in confidentiality and discretion and offer the highest standard of independent professional advice from a firm you can trust. We plan effectively for you, having carefully considered both your current circumstances and your long term objectives. We agree a level of service in advance with you and carry out regular reviews to ensure that your financial plans are updated as your circumstances change.

Our services

We build long-term relationships with our clients built firmly on the basis of trust. We specialise in Investments, Inheritance Tax Planning, Retirement Planning both Pre/Post and At Retirement. We also look at essential protection for you and your loved ones as we strongly believe this to be a fundamental part of all financial planning.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

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