Montpelier Financial Services

We focus on helping clients achieve financial independence, whether this is by protection against loss of income, saving for the future or protecting wealth once it has been accumulated.

At Montpelier Financial Services, we understand that making money work harder for our clients is important, but equally, it is just one part of the equation.

Specifically, advice is provided in the following areas:

We focus on helping clients achieve financial independence

The Financial Services division of the Montpelier Group has roots dating back over 20 years. Established as an Independent Financial Adviser and regulated in the UK by the Financial Services Authority, we are not constrained in the advice we give.

We are able meet our individual and corporate clients needs by being able to choose products and solutions from the entire market rather than from just one company. This enables us to cater for our client's requests on an impartial and independent basis.

As part of Montpelier Group, we are uniquely placed to work with other parts of the Group to offer our clients a seamless and unparalleled combination of investment, tax, accounting and trust planning services. We recognise that the world is changing rapidly. More individuals are retiring overseas, buying overseas holiday homes or working overseas. For our corporate clients we recognise that many of them either now or in the future will look to establish a presence in the foreign markets in which they trade. To support this, we offer truly international support through our expanding network of offices around the world. We aim to offer a global service locally.

We believe that we are unique in being able to advise our clients independently and impartially of the impacts on their savings and investments both before they move and also once they have moved.

Financial Services in the United Kingdom are authorised and regulated by the Financial Services Authority.
Not all products and services mentioned in this website are authorised by the FSA.
Financial services offered by individual companies in the Montpelier Group will vary depending on regulations prevailing in the relevant jurisdictions