WE BELIEVE IN FREEDOM
Wealth Management with a Difference
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.
We bring the pieces of your financial life together to make a new, big picture. We do the same when devising investment portfolios.
Without a deep knowledge of You; your goals, hopes, fears, prejudices and aspirations, we haven’t got a hope of threading the investment needle.
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…
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.
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.
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.
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.
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.
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.
Read some of the latest news, thoughts and opinions from the Montage blog.
It seems every few weeks you see the headline ‘Mr Super-Rich/Company X pays no tax or little to no tax on earnings’. Usually, there’s a statement from the…Read More
Clients often ask us about the most effective way of reducing their potential Inheritance Tax (IHT) bill. If you’re in a relationship, own a property, and intend to…Read More
The 25 minutes of Mr Hammond’s first Spring Statement came as a welcome relief after 2017, a year that that contained two Budgets and three Finance Bills. The…Read More
We’re here to help and all you need to do is get in touch.