WE BELIEVE IN FREEDOM
Wealth Management With A Difference
WELCOME TO MONTAGE
We are an Award Winning, Chartered and Accredited boutique firm, blending the highest possible standards in lifestyle financial planning with what we modestly think is best in class discretionary portfolio management.
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.
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.
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.
YOU. YOUR MONEY. YOUR GOALS.
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
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.
Quarterly Market Overview – Q3 2021
Looking back at the markets in Q2, global equities advanced, supported by the accelerating rollout of vaccines. As of mid-June, vaccination rates are close to 50% in the…
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Quarterly Market Overview – Q2 2021
Looking back on 2020, only four sectors in the Investment Association lost money during the year. They were UK All Companies, UK Equity Income, UK Equity & Bond…
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Tax Day 2021
Separated from the Spring Budget 2021, 23 March became labelled as ‘Tax Day’. With Rishi Sunak’s aim of the day to give room for the scrutiny of UK…
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We’re here to help and all you need to do is get in touch.