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.

TALKING IS FREE

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

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