Providing financial advice on many matters, our highly knowledgeable and friendly team offer impartial advice based on the individual circumstances of each client. As fee-based Independent Financial Advisers our business philosophy is to help our private clients achieve financial security and economic freedom.
If you are looking to secure a legacy for future generations or reduce your inheritance tax liability, we would welcome the opportunity to explain where our specialist knowledge can help you and your family. Whether you are looking to commence pension planning or already have a significant pension fund that you would like specific pension and investment advice for we have the knowledge and experience to help you.
If you are looking to secure a legacy for future generations or reduce your inheritance tax liability, we would welcome the opportunity to explain where our specialist knowledge can help you and your family. Whether you are looking to commence pension planning or already have a significant pension fund that you would like specific pension and investment advice for we have the knowledge and experience to help you.
Services
Investments
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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.
Tax Planning
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During times of greater austerity measures, tax planning is an important element of managing your financial affairs. Even with a simple approach tax savings may be found. 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.
Estate Planning
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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. Inheritance Tax (IHT) has been one of the most significant concerns for clients over the last 10 years and remains an issue for many.
Retirement
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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. This starting point then allows to develop a long term strategy in relation to pension provision.
Mortgages
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Montpellier Asset Management also offers a fully integrated mortgage research and advice service. James Kinnear is our fully trained independent mortgage adviser with over 20 years experience. He 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.
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