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Adviser Profile: Simon Whitney of Montpellier Asset Management
This months Cotswold Style which has a feature on our very own Charlotte. pic.twitter.com/fz28jvDfts
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 aims and objectives.
We offer unbiased advice, driven by our ability to understand our clients needs and to propose solutions which are both sensible and cost effective. We accept that our business has grown due to the emphasis that we put on building solid long term relationships with our clients and financial planning must be a vibrant and ongoing process if it is to be effective in the ever changing world of financial advice.