Montfort

Independent Financial Adviser  Servicing the Sandbanks, Poole, Bournemouth and wider Dorset area, Poole, Dorset, BH13 7RG
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FCA authorised
Last authorised 17th February 2020
Experts in UK & global financial planning with a specialism in cross-border solutions across pensions, investments, tax & expatriate finance.
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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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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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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Large business
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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
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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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
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Long term care
Meet our advisers
Geraint Davies
Founder & Managing Director
Carole Maeers
Financial Adviser
About us

Montfort is a leading IFA firm specialising in global financial planning. Established in 1995, the firm pioneered cross-border solutions across pensions, personal finance, investments and associated tax efficiency. Montfort stands proud as one of the first UK providers of independent financial planning to specialise in emigration.

A family-owned business, Montfort continues to handle millions of pounds of investments for its clients to ensure the transfer of their wealth with the utmost efficiency and care. Montfort’s combined years of experience ensures its team of pension transfer specialists, advisors and paraplanners provide an unrivalled level of service and technical advice to its clients and affiliated independent financial advisory firms.

Montfort understands the complexities of tax regulation in the UK and overseas with specialist knowledge of QROPS and ROPS, notably working with HMRC to pioneer and develop such structures for the migration of pensions.

Our services

Montfort's team of experts are highly specialised to provide cross-border financial solutions for complex cases. Montfort's recommendations range across private finance, retirement planning, investments, tax efficiency and pensions with a particular excellence in defined benefit schemes. Furthermore, Montfort is able to provide domestic planning for individuals that reside in the UK.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Servicing the Sandbanks, Poole, Bournemouth and wider Dorset area, Bournemouth, Dorset, BH13 7RG

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