How we can help.
We will develop a strategy with you, which is tailored to your personal needs,
objectives and goals. This will not be a one off plan, but an ongoing process. As
circumstances change, so will your financial needs and goals, and the key to our
Wealth Management service is to tailor and adapt your strategy in the future. We
are here to help ‘pilot’ you through your financial journey and to keep you on
track to achieve your goals.
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INITIAL MEETING TODAY!
I was referred to Montage Wealth Management last year, as I wanted to get some advice for my retirement at 60. We discussed what I wanted to achieve and the options available to me. Montage built me a plan for my retirement upon reviewing all my plans and following their advice I transferred my final salary pension into a SIPP, and selected a suitable investment strategy for the money I had accumulated through my employee share scheme. I have now achieved Freedom. I can take what income I need (in a tax efficient manner), my time is my own and my family are secure. My wife is now able to semi retire and we can enjoy our time together, including some more exotic holidays! The team are friendly, helpful, knowledgeable and nothing is too much trouble.- Ray, Basildon