About Us

Montpelier originates from the United Kingdom and is today an international name with an excellent reputation for providing a whole range of financial services worldwide, from onshore and offshore tax solutions to accountancy services and investment portfolio management for high-net-worth individuals and leading corporations.

Montpelier's credentials couldn't be better, with established links with professional providers that include leading accountants, tax specialists, lawyers, banks and financial advisors; and an expertise based on two decades of service to leading professional firms who demand bespoke, cutting-edge results every time.

The Montpelier Group has been the brainchild of three likeminded men from different professional disciplines that believed in a new and quite unique concept. What has been created is a truly global financial strategy business that has taken the concept of holistic financial planning to new heights. Montpelier embraces all the attributes of a financial planning organisation but then goes so much further by bringing together a full range of professional accounting services and a dynamic international tax planning and trust business. The Montpelier Group has truly taken the concept of cradle to grave support beyond any other organisation.