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.
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
Head office address: 2 Dyas Close, Shifnal, TF11 9BQ
If you are currently concerned about the impact of coronavirus on your pensions and investments were here to help. We have the facility to provide advice remotely or just put your mind at rest.
Independent Financial Advice provided by a Chartered Financial Planner explained in plain language.
We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety.
Please email us should you require financial advice.
Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
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