Servicing the Sandbanks, Poole, Bournemouth and wider Dorset area, Bournemouth, Dorset, BH13 7RGMake an enquiry
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.
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.
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