Montpellier Asset Management

Independent Financial Adviser  7 Imperial Square, Cheltenham, Gloucestershire, GL50 1QB
First meeting at adviser's own cost
A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
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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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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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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Stockbroking services
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Simon Whitney DipPFS
Wealth Manager

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Ian Vasey
Wealth Manager

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

James Kinnear
Mortgage & Equity Release Advisor

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

Mike Riddell
Wealth Manager

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

What our clients say
“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
“The service I received from Montpellier Asset Management was efficient, professional and delivered in a friendly and courteous manner.”
Mr Cann, Tiverton
"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
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.

Where to find us

7 Imperial Square, Cheltenham, Gloucestershire, GL50 1QB

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 24th February 2020

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