Montpellier Asset Management

Independent Financial Adviser  7 Imperial Square, Cheltenham, GL50 1QB
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FCA authorised
Last authorised 8th August 2022
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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Buy my next home
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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
Meet our advisers
MR Mike Riddell
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.

Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

7 Imperial Square, Cheltenham, BS8 4HW

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