Montfort

Independent Financial Adviser Servicing the Sandbanks, Poole, Bournemouth and wider Dorset area, Bournemouth, Dorset, BH13 7RG
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
2nd December 2019
Experts in UK & global financial planning with a specialism in cross-border solutions across pensions, investments, tax & expatriate finance.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • SIPPs
    • Stakeholder
    • Wealth management
    • Ethical investments
    • ISA / Unit Trusts / OEICs
    • Investing for income
    • Investment trusts
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • EEA
    • Rest of world
    • Corporate pension
    • Employee benefits
    • Group ISA
    • Group Pension/Stakeholder
    • Group Protection/Life Insurance
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group private medical insurance
    • Group risk
    • Long term care
Meet our advisers
Alex Norwood BA (Hons), DipPFS, EFA
Financial Adviser & Pension Transfer Specialist
Eugen Neagu MSc (Hons), FPFS, CFPCM Chartered MCSI
Head of Financial Planning, Investment Adviser & Pension Transfer Specialist
Accreditations
Certified Financial Planner Chartered Financial Planner
Geraint Davies
Founder & Managing Director
Carole Maeers
Financial Adviser
What our clients say
I had occasion to use Montfort for answers to a pension dilemma I found myself in a few months ago. Basically, I had finished 23 years service with a very large international firm which provided me with a final salary pension scheme, and the option of taking a full pension or a tax-free lump sum and a reduced pension for life. I have moved to New Zealand and there are supposed advantages if you transfer your UK pension (before it is in payment) e.g. you can draw the pension in New Zealand, tax free, after transfer. I wanted to be as near sure as I could be as to what was the best route for me to follow. Montfort collected many details and took painstaking care to ensure they were following my wishes. This was further teased out by questionnaires and risk tolerance assessments. In a nutshell: the comprehensive report service provided to me was at my pace, completely independent and considered all aspects of my situation. At all times they answered the multitude of extra questions I kept coming up with. I am more than happy to recommend Montfort to anybody who wants to ensure they have the most up-to-date information available to enable them to make an informed decision rather than sticking a finger in the air and hoping for the best. I believe they are quite knowledgeable in their field, very experienced and have many years of accumulated wisdom in this department. In the end, I decided to draw the pension in the UK. This was the first recommendation I was given considering my risk tolerance. However, immediately following the Chancellors 20-14 Budget, the recommendation changed to take account of the more favourable conditions now available. Montfort gave me the best information for my situation and not what was going to provide the most revenue for them.
Mr J. Campbell, New Zealand
In 2010 my life was about to change for the better. After a successful career in General Practice I was, at the age of 53, considering an early retirement and emigrating to the USA. My wife's American citizenship would offer me a Green card, but the biggest question at the time was how to make the most of my NHS pension. Montfort, and especially Geraint Davies, offered an innovative approach born from real expertise in the field. In 2010, Geraint opened a door to a future I could never have imagined and which, at the time of writing in 2016 is magnificent. As our emigration date approached in June 2012, Geraint and his advisors kept a steady hand on the tiller as the day grew near. I was able to obtain a pension transfer from the NHS to an international company based in Malta, which allowed me to make the very best of what I had at the time. No one should underestimate the complexities of these issues! There are shark-infested seas out there for the unwary and Montfort have a proven track record negotiating these difficult waters. I can recommend this firm wholeheartedly to anyone interested in emigrating and pension transfers. We will remain forever grateful to Geraint and his team.
Mr N. Down, USA
We have been in Western Australia now for nearly four years and looking back we are continually grateful for the help and advice Montfort gave us for reviewing our financial affairs in order; including the successful transfers of our pensions. Well worth the relatively small fee we paid! Please feel free to use what I have just said to encourage others!
Mr & Mrs King, Western Australia
Alex was extremely helpful in assisting me with disinvesting and finding a more suitable provider for my current retirement needs. This process was made all the more difficult due to the recent FATCA laws and the immense hardships it places on dual-nationals to find qualified individuals such as Alex, who are able to provide accurate and tax-efficient information. I was very pleased with the professionalism Alex demonstrated throughout the month's long tedious and frustrating process. I felt that I had someone on my side who truly cared about my situation and was looking out for my best interests, while keeping in line with the ever evolving regulatory requirements.
Ms C. Chartier, USA
We would like to thank you personally for all the help you have given us over the last few years. We have been in Melbourne for exactly six years, and one day, which means we first made contact with Montfort just over eight years ago. Without your help, our financial situation, especially our pensions, would be in a mess. We know we have been very cautious with our pension investments over the last few years but we are very happy with the outcome. We have seen steady growth during the GFC and it has left us in a healthy position to grow our future plans here in Australia.
Mr & Mrs D. Cox, Australia
Our advice to anyone contemplating migration is to see Montfort at the earliest opportunity to review their situation. Their advice on all matters including tax and all visas has been invaluable; we wish we’d met them earlier. We were turned away from previous migration agents; their advice was that we weren’t eligible! Montfort welcomed us and has been there for us; their doors are always open. My advice is: don’t delay in contacting them because they really do make a difference.
Ms A. Coleman, Australia
​Thank you Montfort for your very professional help and advice over the last three years. We're now settled in Skipton; both personally and financially.
Mr C. Haynes, UK
Thank you for your comprehensive report and the information provided; much appreciated. Montfort exceeded my expectations!
Mr M. Lew, Hong Kong
A big thank you to all your team of experts for such a great effort and sticking with us. Without the combined skills and expertise you have at Montfort, this would not have been possible, especially within the time frame set by the High Commission.
Mr & Mrs Mellor, Australia
Montfort were incredibly helpful during our move to Spain. The team took the time to explain everything very clearly to ensure we could act quickly on their advice. I was really impressed with the end report which gave us incredibly clear guidelines on how to manage our pensions, income and how to set up bank accounts, residency, everything! We would not hesitate to recommend Montfort again.
Ms S. Stienen-Durand, Spain
Cheers to Danielle and Eugen for great advice and support. I really appreciate both of your help! Thank you Montfort - absolutely GREAT!
Mr P. Breslin, Philippines
Where to find us

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

Make an enquiry
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.

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

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