Montpellier Asset Management

Independent Financial Adviser  2 Dyas Close, Shifnal, Shropshire, TF11 9BQ
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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Buy my next home
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Stockbroking services
Response rating
10/10
check
FCA authorised
Last authorised 29th June 2020
Meet our advisers
Ian Vasey
Wealth Manager
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
Head office address: 2 Dyas Close, Shifnal, TF11 9BQ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
10/10
check
FCA authorised
Last authorised 29th June 2020

Similar advisers near you

Independent Financial Adviser 0.21 mi
Free Initial Meeting either virtual or at our office or speak to us first with no obligation. Putting our clients needs first.
 
Independent Financial Adviser 2.11 mi
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.
 
Independent Financial Adviser 3.22 mi
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*
 
Restricted - whole of market 3.25 mi
I believe great Financial Planning has the ability to change people's lives for the better.