Montfort

A leading IFA firm specialising in global financial planning. Established in 1995, Montfort pioneered cross-border solutions across pensions, retirement, personal finance, investments and tax planning. Montfort stands proud as one of the first UK providers of tailored solutions in response to the technical complexities many face as they emigrate, move around the world or return home.

A family-owned business, Montfort looks after millions of pounds of investments for its clients with the aim of ensuring the transfer of their wealth with efficiency and care. Montfort’s combined years of experience and specialist knowledge ensures its team provide an unrivalled service to its clients.

Montfort's technical capabilities and expertise are far reaching across global jurisdictions. With an inimitable understanding of the complexities surrounding tax regulation in the UK and overseas, Montfort has a specialist knowledge of overseas pension solutions, such as Qualifying Recognised Overseas Pension Schemes (QROPS). Montfort's founder, Geraint Davies notably worked with Her Majesty’s Revenue & Customs (HMRC) to pioneer such structures for the migration of pensions.

Montfort also services UK-based clients seeking domestic financial plans. The team has expertise in defined benefit pension schemes, inheritance tax, life assurance, tax, life, assurance, critical illness, estate planning and income protection.

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.