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. To find out what our Chartered Status mean for you, please click the CII Chartered Financial Planners logo or watch the video.


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. Please click the CISI Accredited Financial Planning FirmTM logo to see the firms listing on Wayfinder website.


Montage Wealth Management have been recognised as one of the top 100 Financial Advice firms in the Citywire New Model Adviser Top 100, for the past two consecutive years.

The New Model Adviser Top 100 is a list devised by Citywire (one of our industries leading journalists) of firms that they think are doing a great job for clients as well as staff and contributing to the profession as a whole.

To determine who makes the list, Citywire cover an array of topics, focusing on some key areas. In 2019, the key key factors included investment proposition to charges, training to succession planning, client education to diversity. Whilst in the 2020 list of firms, the key factors included staff education/qualification levels, investment propositions, good use of technology, client education and contribution to professional standards.

Montage is extremely proud to have been recognised in both the 2019 and 2020 lists as one of the top firms in the industry.


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.

We were also named as the Adviser Firm of the Year (Midlands & East Anglia) at the 2020 Professional Adviser Awards.

Please click the logos to see the Professional Adviser article about our win.


By adopting the Pension Transfer Gold Standard, we have committed to an advice process underpinned by adherence to nine principles. These principles are designed to empower you to make an informed decision on whether a transfer of your pension benefits is appropriate for you. You can be confident that you are dealing with a professional firm that has your best interests at heart in providing advice as to whether or not you should transfer your pension. For more information please click here.


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.

Only 20 firms have achieved both CII Corporate Chartered Status and CISI Accredited Financial Planning FirmTM Status. 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.


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.


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.


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