Montague Wealth Management Limited

Independent Financial Adviser  31 Cherry Acre, Chalfont St Peter, Bucks, SL9 0SX
check
FCA authorised
Last authorised 22nd February 2021
Professional and friendly independent financial planning advice tailored to your individual circumstances from long-standing experienced advisors.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MR Andrew Stocker DipFA MIFS IMC
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
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

31 Cherry Acre, Chalfont St Peter, Bucks, SL9 0SX

Similar advisers near you

Independent Financial Adviser 1.09 mi
Truly Independent Financial Advice, across all areas, with meetings in your home or workplace, at a convenient time for you.
 
Independent Financial Adviser 1.1 mi
We provide straight forward, independent advice to ensure you have the right solutions for your future needs. Before preparing a personalised recommendation, we ensure that we fully understand your circumstances and life goals.
 
Independent Financial Adviser 2.42 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 3.5 mi
Jargon-free talk. Clear advice. Transparent fees.