We are an Award Winning, Chartered and Accredited boutique firm, blending the highest possible standards in lifestyle financial planning with what we modestly think is best in class discretionary portfolio management. From finding out about you, to working out what your goals are and what risk you are happy to take getting there, everything we do makes a difference.
Without a deep knowledge of You; your goals, hopes, fears, prejudices and aspirations, we haven't got a hope of threading the investment needle. The goal we most often help people shoot for is Freedom. This means being financially independent, not necessarily wealthy, but in a position to make the choices you want to make, when you want to make them.
Without a deep knowledge of You; your goals, hopes, fears, prejudices and aspirations, we haven't got a hope of threading the investment needle. The goal we most often help people shoot for is Freedom. This means being financially independent, not necessarily wealthy, but in a position to make the choices you want to make, when you want to make them.
Services
Our Wealth Management service combines ongoing Lifestyle Financial Planning with our in-house Discretionary Managed portfolios. Our Wealth Management service has been designed to meet the needs of our high net worth clients, who require flexible and sophisticated financial planning solutions.
Our Wealth Management service is proactive and structured, offering ongoing Lifestyle Financial Planning with regular review meetings to review our client's plans, objectives, and goals.We believe that it is impossible to provide advice on any one area without fully understanding how your full position, whether that be investments, pensions, properties or if you are running a business.
Our Wealth Management service is proactive and structured, offering ongoing Lifestyle Financial Planning with regular review meetings to review our client's plans, objectives, and goals.We believe that it is impossible to provide advice on any one area without fully understanding how your full position, whether that be investments, pensions, properties or if you are running a business.
And indeed many people, who were meant to have your best interests at heart, were laughing. Uproariously. All the way to the bank. Montage Wealth Management sets out to change that. By concentrating on the very latest techniques in financial planning, creating a framework to help you realise the lifestyle you want in the future, and bringing our portfolio management in house, we can look after you in the way that we would like to be looked after.
Finding the right home for your investments is a fine balancing act choosing the most appropriate home for your money, investing in a tax efficient manner, not paying through the nose in unnecessary charges and having the flexibility to adapt if your circumstances change. Choosing the right investment is not just about choosing whether to invest in shares, bonds or property.
Believe it or not a pension, used correctly, is one of the most valuable tools we use to build the retirement you want. We often come across people who have built up pensions over their working lifetime which are either in a number of different policies, or which are being managed by an advisor who charges a fee but with very little service in return.
You've worked hard to build up your net worth, so why leave a sizeable amount of it to the Government? We can help your future generations share in your success with sensible planning, without the need for uber risky investments or hair brained schemes. We are speaking to more and more people who are concerned about Inheritance Tax (IHT).
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