Montpellier Asset Management

Independent Financial Adviser 7 Imperial Square, Cheltenham, Gloucestershire, GL50 1QB
First meeting at adviser's own cost
Response rating
10/10
FCA verified
22nd July 2019
A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
Meet our advisers
Simon Whitney DipPFS
Wealth Manager
Mike Riddell
Wealth Manager
Ian Vasey
Wealth Manager
James Kinnear
Mortgage & Equity Release Advisor
What our clients say
"Simon Whitney has been my financial adviser for over 20 years, and if it wasn’t for his expertise and advice on taking out appropriate polices at key times, in particular Income Protection, my financial situation would have severely suffered. Taking out this policy has allowed me the time for rehabilitation whilst having peace of mind. Thank you Simon for your expert advice."
Mr J Sidwell Web Design & SEO, Hereford
“The service I received from Montpellier Asset Management was efficient, professional and delivered in a friendly and courteous manner.”
Mr Cann, Tiverton
“Good in-depth knowledge of Investments and Trusts, I always feel comfortable referring my clients on to Montpellier.”
Mr Anthony Dawson FCCA Chartered Accountant, Hereford
Where to find us

7 Imperial Square, Cheltenham, Gloucestershire, GL50 1QB

Make an enquiry
About us

Montpellier has been providing financial solutions for clients since the year 2000.

Montpellier are a fee based firm so there is no commission bias in any of the recommendations that they make for their clients. In the current climate this is very refreshing as sophisticated investors know that it is advice and not products that solve their financial objectives.

Our services

We listen first and foremost to you the individual and because we are 100% independent with no links to large,target driven institutions then a meeting with us is just that a meeting.

Advice methods
  • phoneButton
    Telephone
  • mouse
    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
£125,000

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