CHARTERED FINANCIAL PLANNERS

Montage Wealth Management are proud to have been awarded the prestigious Chartered Financial Planners accolade by the Chartered Insurance Institute (CII).

As Chartered Financial Planners we are publicly committed to a customer first approach with values that align with a professional Code of Ethics. We will provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

In choosing a Chartered firm you can be sure that our people have made a commitment to being ethically driven, knowledgeable and to provide competent advice that is based wholly around your needs and requirements. It also means that as a firm, we are committed to providing a high quality of service and support.

Although the CII require 50% of the firms advisers to hold the Chartered Financial Planner qualification by 2020, Montage are committed to 100% of our advisers holding the Chartered Financial Planner qualification this year. To find out what our Chartered Status mean for you, please click the CII Chartered Financial Planners logo.

ACCREDITED FINANCIAL PLANNING FIRM

Montage Wealth Management are delighted to have also been awarded the highly respected Accredited Financial Planning FirmTM designation by the Chartered Institute for Securities & Investments (CISI).

Accredited Financial Planning FirmsTM demonstrate excellence in everything they do and are recognised as some of the most trusted financial planning firms in the UK. They deliver a comprehensive financial planning service, helping clients achieve their life goals. They are the leaders in their profession, demonstrating the ultimate in professionalism through the calibre of the service they provide.

Although the CISI require 50% of the firms advisers to hold either the Certified Financial Planner or Chartered Financial Planner qualification, Montage are committed to 100% of our advisers holding the CERTIFIED FINANCIAL PLANNER™ qualification or the Chartered Financial Planner qualification this year. Please click the CISI Accredited Financial Planning FirmTM logo to see the firms listing on Wayfinder website.

CHARTERED FINANCIAL ANALYST®

The CFA® designation is the highest distinction in the investment management profession, held by over 150,000 professional around the world. The charter gives a strong understanding of advanced investment analysis and real-world portfolio management skills.

We are proud that our Chief Investment Officer, Scott Mordrick, who sits on our Investment Committee, is a CFA® charterholder.

Please click the CFA® Logo to see Scott Mordrick, CFA® listing on the CFA Institute Members Directory.

PROFESSIONAL ADVISER AWARDS

At the Professional Adviser Awards 2019 we were triple award winners, winning Best Adviser Website, Adviser Firm of the Year (Midlands & East Anglia), and Adviser Firm of the Year (Whole of the UK).

The Professional Adviser Awards take place each year, having first launched in 2005. For the 2019 awards, over 200 advisers, firms and providers were under consideration for the awards. The Adviser Firm of the Year category was narrowed down to 34 regional finalists from around the UK, with Montage Wealth Management scooping the prestigious award.

OUR (ALMOST) UNIQUE BREADTH OF KNOWLEDGE

Striving to achieve all of these awards, qualification and statuses is of course nice to put on the mantelpiece or in the window. But what does it mean to our clients?

We believe that through all these different awards and qualifications, both at an individual level and firm wide level, we have broadened our knowledge and technical expertise as much as possible so that we can provide the highest levels of service in Financial Planning and Portfolio Management as possible.

And this high level of knowledge is one thing we pride ourselves on; and one of the things that sets up apart:

  • There are over 5,300 firms providing financial advice in the UK.
  • Of these 694 have achieved CII Corporate Chartered Status and 71 have achieved CISI Accredited Financial Planning FirmTM Status.
  • Only 20 firms have achieved both CII Corporate Chartered Status and CISI Accredited Financial Planning FirmTM Status.
  • Of these 20 firms, only Montage Wealth Management (and 1 other firm) have achieved both CII Corporate Chartered Status and CISI Accredited Financial Planning FirmTM Status, and offer Discretionary Portfolio Management with a CFA® Charterholder on their Investment Committee.

These accreditations demonstrate our commitment to the highest professional standards, ethics, qualifications and integrity. We continue to invest in the future of all our staff, and our commitment to offering the very highest standards to our clients.

EQUITY RELEASE COUNCIL

We advise on a comprehensive range of equity release products from across the market, but not deals that you can only obtain by going direct to a lender. Our advice will be based on the most suitable product included within the range available to intermediary firms.

We are members of the Equity Release Council, and abide by their code of conduct. As an Equity Release Council Member, we will:

  • Ensure that all our actions promote public confidence in equity release as a potential retirement solution
  • Act at all times in utmost good faith
  • Communicate high expectations for equity release outcomes in all our dealings
  • Ensure conflicts of interest are managed fairly and reduced to the lowest practical level
  • Exercise due skill, care and diligence in all that we do and uphold the standards set out by our professional bodies at all times
  • Always act with the best interests of our clients being paramount, treating customers fairly in all their actions.

Please click the Equity Release Council Logo to see our listing on the Equity Release Council website.

SIFA TRUSTED ADVISER

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.

Please click the SIFA Trusted Adviser Logo to see our listing on the SIFA website.

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