Chartered Financial Planner | Chartered Wealth Manager
Peter has been providing wealth management advice to clients for 25 years. Peter specialises in complex inheritance tax planning, complex retirement planning, investment planning and business planning. Peter oversees the Wealth Management service we provide to our clients through our team of Wealth Managers. Peter is studying the SOLLA accreditation and the Society of Trust & Estate Practitioners (STEP) diploma. Peter’s qualifications include:
Chartered Financial Planner
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Chartered Financial Planner
David has 10 years’ experience, and has been providing wealth management advice to clients for 5 years. David specialises in complex retirement planning, inheritance tax planning, investment planning and business planning. David delivers our Wealth Management service to our clients. David is completing his Fellowship with the CII and studying the SOLLA accreditation. David’s qualifications include:
Chartered Financial Planner
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Chartered Wealth Manager
ChristopherT@montagewealth.co.uk
Chris has 9 years’ experience, and has been providing wealth management advice to clients for 6 years. Chris specialises in complex inheritance tax planning, retirement planning and protection planning. Chris delivers our Wealth Management Service to our clients. Chris is completing the Chartered Financial Planner programme, and studying the Society of Trust and Estate Practitioners (STEP) diploma. Chris’ qualifications include:
Chartered Wealth Manager
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Chartered Financial Planner
Dougie has 20 years’ experience, and has been preparing wealth management advice for clients for 12 years. Dougie specialises in complex retirement planning, working with clients in both Wealth Management and Wealth Building stages of their Financial Planning. Dougie is studying the CISI Certified Financial Planner™ qualification and the Chartered Wealth Manager programme. Dougie’s qualifications include:
Chartered Financial Planner
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Senior Wealth Manager
Robert has been providing wealth management advice to clients for 30 years. Robert has a wealth of experience and specialises in proving advice to the older generation, including inheritance tax planning and dealing with Long Term Care needs. Robert is currently completing the Chartered Financial Planner programme. Robert’s qualifications include:
Senior Wealth Manager
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Senior Wealth Manager
Nicholas has been providing wealth management advice to clients for 23 years. Nicholas specialises in complex financial planning, working with clients in academic, legal and medical professions. Nicholas is currently completing the Chartered Financial Planner programme and his Fellowship with the CII. Nicholas’ qualifications include:
Senior Wealth Manager
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Paraplanner
Sasha has 14 years’ experience in financial services. Sasha specialises in preparing wealth management advice, working with clients in both Wealth Management and Wealth Building stages of their Financial Planning. Sasha is currently studying the CII Advanced Diploma and hopes to complete this by the end of 2020. Sasha’s qualifications include:
Paraplanner
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New Client Manager
Clare has 16 years’ experience in wealth management administration and client service. Clare overseas the on boarding of new clients to our Wealth Management service. Clare is currently studying the Diploma in Regulated Financial Planning. Clare’s qualifications include:
New Client Manager
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Client Service Manager
Sam has 8 years’ experience in Financial Services and Client Services having previously worked for Third Party Administrators and Platforms. Sam manages the delivery of our client service to all of our clients. Sam will be studying towards the Diploma in Regulated Financial Planning. Sam’s qualifications include:
Client Service Manager
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