Peter is the founder of Montage Wealth Management and has 25 years’ experience, managing the company for 20 years and as a Director since 2001.

Peter’s responsibilities as Chief Executive Officer are to manage the company, to oversee the Wealth Management service we provide to all our clients through our team of Wealth Managers, to manage our client portfolios as part of our Investment Committee, and to build our client numbers and funds under management.

Peter holds the two highest distinctions in financial planning as both a Chartered Financial Planner and a Chartered Wealth Manager, and is a Chartered Fellow of both the CII and the CISI, and holds a First Class Honours Degree in Engineering (BEng Hons).

ScottM@montagewealth.co.uk

Scott has 10 years’ experience, has been with the company for 8 years, and has been a Director for 3 years. Scott’s responsibilities as a Director are to run the company and to build our client numbers and funds under management, and as Chief Investment Officer to head our Portfolio Management team that manages all our client’s portfolios.

Scott was voted one of the Top 30 under 30 by Citywire Wealth Manager in both 2015 and 2016, reflecting his status as one of the young rising stars making their mark in the industry.

Scott is a CFA® charterholder, which is the highest distinction in the investment management profession, a Chartered Wealth Manager and has an Honours Degree in Mathematics (BSc Hons).

DavidA@montagewealth.co.uk

David has over 30 years’ industry experience, including Sales Director for Save & Prosper Group, and Sales Director and Joint Chief Executive of Rensberg Fund Management. David was an Olympic fencer and a first class professional cricketer, playing for Essex for more than 20 years, and after roles as Chairman and Treasurer of Essex County Cricket Club, as well as Chairing the Essex County Cricket Board for 18 years, is now President of Essex County Cricket Club. David’s responsibilities as Non Executive Director are to chair the monthly Investment Committee meetings and quarterly Board Meetings, to provide support and advice for the company’s marketing strategies, and to assist with the running and development of the business.

David has over 20 years’ experience, and was one of the founders of the compliance support provider threesixty services. David is a past President of the Personal Finance Society. David’s responsibilities as Non Executive Director are to oversee the company’s compliance and risk controls, and to assist with the running and development of the business.

JaneW@montagewealth.co.uk

Jane has been with the company for 15 years, and Company Secretary for 6 years. Jane’s responsibilities as Company Secretary are to assist with the running of the company, including managing the office, running the company finances and accounts, documenting board meetings and managing HR.