WE BELIEVE IN FREEDOM
Wealth Management With A Difference
WELCOME TO MONTAGE
We are an Award Winning, Chartered 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 – Q2 2022
Concerns over the economic and humanitarian crisis resulting from the Russia’s invasion of Ukraine continued to dominate the markets in Q1. Besides, a combination of rising interest rates…
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Quarterly Market Overview – Q1 2022
Economic resilience combined with strong corporate earnings helped the developed market equities finish the final quarter of 2021 on a strong footing. The emergence of highly transmissible coronavirus…
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Autumn Budget 2021
Chancellor Rishi Sunak used the Autumn Budget 2021 to outline the government’s plans for post pandemic, post Brexit Britain. Investing taxpayer money in long-term plans will, he believes,…
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We’re here to help and all you need to do is get in touch.