INVESTMENT PLANNING

As fee-based Independent Financial Planners an important part of our business philosophy is to help our private clients achieve financial security and economic freedom.

At Montpellier Asset Management, we pursue that aim by offering a personal and proactive advisory service which concentrates on helping people manage the rewards of their work. Furthermore, as fee-based advisers, there is no commission bias within our recommendations to you.

We have no standard solutions, because each client is an individual with individual goals. Therefore, some clients will require advice in areas on investment and tax management, while others may need help in paying for school fees or increasing their retirement income.

By being truly independent, we can draw from a comprehensive range of financial products and services. Whether this is for the purpose of financing education, supplementing retirement income or for life’s little luxuries, we draw on our expertise to recommend the most suitable strategy.

Our investment philosophy is very simple - It is statistically proven that the vast majority of professional fund managers do not outperform the stock market over the longer term. Therefore we believe in building portfolios that in the main, consist of low cost index tracking funds, which eradicate human error and of course dramatically reduce ongoing charges.