OUR RANGE OF SERVICES

Our team of professionals help clients understand pensions, retirement options, investments, tax and estate planning and mortgages and protection advice. The advice we provide is bespoke for each client and their requirements.

Investment Planning
As fee-based Independent Wealth Managers, 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... Read More

Tax Planning
Montpellier help clients to structure their assets as tax efficiently as possible, whether this is a simple transfer between husband and wife to pay lower amounts of bank interest or to more complicated structures including companies and trusts... Read More

Retirement Planning
When we are assessing a clients financial planning needs in relation to retirement planning we traditionally undertake a review of their existing pension provision and then assess what level of income is required at the point of retirement... Read More

Estate Planning
We have the expertise and knowledge to assist clients across an array of financial planning areas and in particular we are finding that many clients have concerns in relation to estate planning and inheritance tax issues... Read More

Mortgage Planning
Professional and Independent Mortgage Advice including Equity Release. We can assist with residential, investment and Buy to Let mortgages and has access to the whole of market for the most suitable and attractive options... Read more

WEALTH MANAGEMENT

As fee-based Independent Wealth Managers, an important part of our business philosophy is to help our private clients achieve financial security and economic freedom. We pursue that aim by offering a personal and proactive advisory service which concentrates on helping people manage the rewards of their work.