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