And indeed many people, who were meant to have your best interests at heart, were laughing. Uproariously. All the way to the bank. Montage Wealth Management sets out to change that. By concentrating on the very latest techniques in financial planning, creating a framework to help you realise the lifestyle you want in the future, and bringing our portfolio management in house, we can look after you in the way that we would like to be looked after.

We blend what we modestly think is best-in-class 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.

HERE TO MAKE A DIFFERENCE

At Montage we meet people every day who do amazing things. Whether it’s a medical or education professional who has touched the lives of thousands, a business owner who’s ensured the financial future of their company and that of their family, or the entrepreneur who might have invented the next iPhone, every client who walks through our door has a fascinating story to tell.

We can’t get enough of hearing about this. 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.

WORKING WITH SOLICITORS AND ACCOUNTANTS

We work extensively with professional advisers including solicitors and accountants, and many of our clients come to us through a referral from a professional adviser.

Montage Wealth Management is a SIFA Trusted Adviser and is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.

MEET THE TEAM

Peter Montague

CEO | Chartered Financial Planner

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Scott Mordrick CFA

CIO | Chartered Wealth Manager

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David Acfield

David Acfield

Non Executive Director

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David Ingram

Non Executive Director

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Jane Webb

Company Secretary

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Robert McCarthy

Senior Wealth Manager

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David Rule

Wealth Manager

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Christopher Thompson

Wealth Manager

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Steve Williams

Portfolio Manager

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Michele Webster

Client Service Manager

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Clare Dawson

Client Service Manager

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