WELCOME TO MONTAGE

We blend portfolio management with lifestyle financial planning.
We think this links You, to Your Money, to Your Goals and back again.
We think not many people can do this. And we think it’s a little special.

WHO ARE MONTAGE?

We bring the pieces of your financial life together to make a new, big picture. We do the same when devising investment portfolios.

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HERE TO MAKE A DIFFERENCE

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.

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SPEAK TO AN ADVISER

Without a deep knowledge of You; your goals, hopes, fears, prejudices and aspirations, we haven’t got a hope of threading the investment needle.

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YOU. YOUR MONEY. YOUR GOALS.

Everyone at Montage is driven by the idea of taking all the pieces you have,
that make up your financial life, and assembling them to make
one, coherent, big picture. We do this in six easy steps…

STEP 1

What Is Your number?

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.

STEP 2

Building Your Plan

We use all kinds of tools to help; we will introduce you to these as we go. But one thing you will always get is an individual Financial Plan. This will help you understand Your Number, the amount you need to ensure your Freedom.

STEP 3

Risk Profiling

We run through an eight step process to complete your Risk Profile and we will prepare a Risk Profile Report which details our assessment of each area of your risk profile, illustrating the results of each of our assessments as a portfolio result.

STEP 4

Specific Advice

Using internal and external technical research, we will prepare reports to detail our recommendations in each area in accordance with your objectives. Our areas of speciality are Investment, Pension and Inheritance Tax Planning.

STEP 5

Your Portfolio

Montage portfolios are different. We call our portfolios by the percentage of growth assets they hold. We offer 11 portfolios, which are all called MPMnumber which gives us the flexibility to meet most people’s needs, most of the time.

STEP 6

Wealth Management Service

Wealth Management is an ongoing process. Our Wealth Management service is proactive and structured, offering on-going Lifestyle Financial Planning with regular review meetings to review Your plans, objectives, and goals.

NEWS & MARKET UPDATES

From the latest pension legislation, inheritance tax planning ideas and our latest market views…

Read some of the latest news, thoughts and opinions from the Montage blog.

News

CityWire New Model Adviser Cover Stars

CityWire, one of the leading Financial Services publications, have been speaking with the Next Generation Advisers about the future of the industry. As part of this drive, they…

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News

David Rule Achieves Chartered Status

A huge congratulations to Dave Rule, who recently passed the last exam needed to complete the Advanced Diploma in Financial Planning, and is now a Chartered Financial Planner….

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TALKING IS FREE

We’re here to help and all you need to do is get in touch.