When planning your finances, it is important to distinguish the difference between savings and investments. Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired. If you think your estate might have to pay Inheritance Tax, there are simple things you can do to reduce your tax liability.
Financial products are sometimes at their most useful when they are protecting our families, our incomes, our property or our business. There's a profusion of financial advice out there but finding a good Financial Adviser is a more challenging responsibility. MONTAGUE WEALTH MANAGEMENT LIMITED is Authorised and Regulated by the Financial Conduct Authority.
Financial products are sometimes at their most useful when they are protecting our families, our incomes, our property or our business. There's a profusion of financial advice out there but finding a good Financial Adviser is a more challenging responsibility. MONTAGUE WEALTH MANAGEMENT LIMITED is Authorised and Regulated by the Financial Conduct Authority.
Services
Montague Wealth Management Limited is a firm of independent financial advisers specialising in the management of investment portfolios, pensions, Inheritance Tax planning and protection strategies for both private and corporate clients. Our process focuses on thoroughly researching your financial long-term goals and objectives, and then delivering unbiased tailor-made solutions, rather than selling you products.
We look to create long-term relationships with clients, based on mutual trust and openness. Our aim is to offer holistic advice, taking in all aspects of your financial affairs to produce a complete picture of how your money is working for you. We go beyond the obvious, meaning you can benefit from insightful and in-depth analysis of your financial circumstances.
There are many different 'tools' used to save for retirement and the taxation and investment elements of pensions can appear baffling. Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property. Good wealth management advice allows private individuals, business owners and trustees to protect their wealth in the long term.
Financial planning works best with people who are willing to learn, grow and take action, and when there is a gap between where you are now and where you want to be. Most of our clients are affluent or semi-affluent individuals and families who desire ongoing professional assistance and coaching in the creation and implementation of strategies to reach their life goals, as they may exist now or develop in the future.
When you decide to see a financial adviser, especially if it is your first contact with them, you should plan in advance by pulling together your relevant paperwork, thinking about your financial goals and preparing a list of questions to ask. Your adviser will firstly want to understand which products you have, your current financial position, your goals and how you feel about taking risks with your money.
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