Montfort Information

Montfort is a leading IFA firm specialising in global financial planning. Established in 1995, the firm pioneered cross-border solutions across pension planning, personal finance, investments and associated tax efficiency. Today Montfort stands proud as one of the first UK providers of independent financial planning to specialise in the technicalities of financial advice as individuals move around the world or return home to the UK. Montfort continues to handle millions of pounds of investments for its UK and global network of clients to ensure the management and transfer of their wealth with the utmost efficiency, ethics and care. Montfort’s combined years of experience ensures its team of advisers and paraplanners provide an unrivalled level of service and technical advice to its clients and affiliated independent financial advisory firms. Montfort understands the complexities of tax regulation in the UK and overseas above anyone else. With a specialist knowledge of QROPS and ROPS, Montfort's founder and managing director, Geraint Davies, notably worked with HMRC to pioneer and develop such structures for the migration of pensions. Montfort's knowledge is far reaching to provide specialist knowledge on all countries and jurisdictions; notably Australia, the United States, Canada, New Zealand. Further expertise lies in global estate planning, pension planning advice, international life assurance, critical illness and income protection. Montfort is authorised and regulated by the Financial Conduct Authority (FCA).