Montpellier Asset Management

Independent Financial Adviser 7 Imperial Square, Cheltenham, GL50 1QB
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
12th August 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
Mike Riddell
Wealth Manager
Where to find us

7 Imperial Square, Cheltenham, 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
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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