Montgomery Paul Limited

Independent Financial Adviser  The Corner House, Aylesford, ME20 7BG
First meeting at adviser's own cost
Montgomery Paul ensures impartial advice, tailored to the needs of its clients, including, but not restricted to, advice on Tax-efficient Investments, Pensions, Commercial and Residential Mortgages, Equity Release, Wills and Estate Planning.
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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Income protection insurance
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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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Commercial mortgages
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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
Response rating
7.0/10
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FCA authorised
Last authorised 29th November 2021
Meet our advisers
MR Graham Butler FRSA
Principal
About us

We offer the full spectrum of Financial Planning and are completely independent and, as such research the whole market to establish the best product tailor made to your specific circumstances.
We are specialists in later life planning including but not restricted to: Pension and Retirement Planning, Wealth Accumulation and Estate Planning, including a specialised Wills and Trust Division.
As Director of Montgomery Paul, I use my 40 years of experience to guide our business using strict business ethics; our client's best interest always comes first.
As part of the New Leaf Group we have direct access to experts in all areas of Financial Planning to give you complete ‘Peace of Mind in Planning’ with Montgomery Paul.

Our services

Customer service and client care are the two key mantles under which we operate. We always have our client’s objectives and aspirations firmly in view while assessing their requirements.
In all cases we will identify your requirements, research the whole marketplace and then, and only then, recommend solutions.
We always work with integrity, ensuring our professional advisors have the skill, care, and due diligence to achieve the highest degree of client satisfaction aligned with strong management and control via quality systems and controls. We operate with financial prudence and continual professional market conduct; Always putting our customers interests first by clear and concise communication regarding collation of information and recommendations.

Where to find us
Head office address: The Corner House, 2 High St, 163A Widmore Road, Aylesford, ME20 7BG
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 29th November 2021

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