By accessing or using the Website, you agree to be bound by these Terms and Conditions and our Privacy Notice.  If you do not agree with or accept any of these terms and conditions, you should cease using this Website immediately.

About Us

Montage Wealth Management is a trading style of Montage Portfolio Management Ltd, which is a limited company registered in England under number 4137475 and whose registered office is at 135/137 New London Road, Chelmsford, Essex CM2 0QT, and is authorised and regulated by the Financial Conduct Authority under number 194768.

Availability And Conditions Of Use

While we make every effort to ensure that the Website is available, we do not guarantee in anyway the Website’s continued availability at all times or uninterrupted use by you of the Website. We reserve the right to suspend or cease the operation of the Website from time to time at our discretion.

As a condition of your use of the Website, you agree not to use the Website for any purpose that is unlawful under applicable law, or prohibited by these terms and conditions, not to defame, disparage any body or in a manner which is obscene, derogatory or offensive, and to be responsible for ensuring that your use of the Website is consistent with all applicable laws and regulations. We reserve the right to prevent or suspend your access to the Website if you do not comply with any part of these terms and conditions or any applicable law.

Ownership, Copyright And Intellectual Property Rights

The Website and all content within the Website is owned and operated by Montage Portfolio Management Ltd. These works are protected by copyright laws and treaties around the world. All such rights are reserved. The Website is for your personal and non-commercial use. You may not copy or reproduce any content obtained from the Website unless authorised by us. All intellectual property rights in any content or material on the Website belong to us. Nothing in these terms and conditions grants you any rights in the content within the Website.


We reserve the right to vary these terms and conditions from time to time without notifying you. By continuing to use and access the website you agree to be bound by any variation made by us. These terms and conditions are governed and construed in accordance with the laws of England and Wales and you consent to the exclusive jurisdiction of the courts of England.


This Website uses cookies.  A cookie is a small text file which is stored on your computer, tablet or phone when you visit a website. These cookies allow us to distinguish you from other users of our website, to tailor the content on our website to fit your needs, to provide you with a good experience when you browse our website, and also allows us to improve our website. Please see our Cookie Policy for further information.

Hyperlinks And Third Party Sites

The Website may contain hyperlinks or references to external third party websites. Any such hyperlinks or reference is provided for your convenience only. We have no control over third party websites and accept no responsibility for any content, material or information contained in them. The display of any hyperlink and reference to any third party website does not constitute an endorsement of such third party’s website, products or services. Your use of a third party site may be governed by the terms and conditions of that third party site.


This Website is for general information purposes only and does not constitute advice. You should seek professional advice before taking or refraining from taking action on the basis of the contents of this Website. We will not be liable for any loss or damage suffered arising from your use of or reliance on the Website.

The information in this Website is for guidance only and does not take into account the specific objectives or circumstances of any individual, and is not intended as investment advice. This information is not a recommendation, and should not be regarded as a solicitation or invitation to buy or sell any security or fund.

Whilst we believe the information within this Website to include accurate and up to date information we exclude all liability for any errors or omissions. Any reliance you place on the information on the Website is at your own risk.

No sale of financial products or services takes place on this Website. Any financial service or advice will be governed by our separate Terms of Business which will be provided to you separately.

Montage Wealth Management does not guarantee the performance of our portfolios. The price of the funds within the portfolio may go up or down and you may not get back the amount invested. We recommend that any investment that may fluctuate in value be viewed over the medium to long term. Past performance is not a reliable indicator of future results. The portfolio income is not fixed and may fluctuate. The value of the funds involving exposure to foreign currencies can be affected by exchange rate movements.