PeterM@montagewealth.co.uk

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’s qualifications include:

• Chartered Financial Planner
• Chartered Fellow PFS
• Chartered Wealth Manager
• Chartered Fellow CISI
• CII Advanced Diploma in Financial Planning
  Personal Taxation & Trust Planning
  Pension Planning
  Financial Planning
  Taxation & Trusts (AFPC)
• CII Certificate in Equity Release
• CII Award in Long Term Care Insurance

ChristopherT@montagewealth.co.uk

Chris has 12 years’ experience, and has been providing wealth management advice to clients for 9 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. Chris’ qualifications include:

• Chartered Wealth Manager
• Certified Financial Planner™
• CII Advanced Diploma in Financial Planning
  Personal Taxation & Trust Planning
• LIBF Diploma for Financial Planners
• LIBF Award in Pension Transfers
• CII Certificate in Financial Planning
• CII Certificate in Equity Release

DougieE@montagewealth.co.uk

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’s qualifications include:

• Chartered Financial Planner
• Chartered Fellow PFS
• CII Advanced Diploma in Financial Planning
  Personal Taxation & Trust Planning
  Pension Planning
  Investment Planning
  Financial Planning
• CII Certificate in Equity Release
• CII Award in Long Term Care Insurance

RobertM@montagewealth.co.uk

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:

• CII Advanced Financial Planning Certificate
  Taxation & Trusts
  Personal Investment Planning
  Pensions Advice
  Supervision
• CII Diploma in Financial Planning
• CII Certificate in Equity Release
• CII Award in Long Term Care Insurance

NicholasN@montagewealth.co.uk

Nicholas has been providing wealth management advice to clients for 25 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:

• CII Advanced Financial Planning Certificate
  Taxation & Trusts
  Personal Investment Planning
  Pensions Advice
  Risk & Insurance
• CII Diploma in Financial Planning
• CII Certificate in Equity Release
• CII Award in Long Term Care Insurance

ClareD@montagewealth.co.uk

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:

• CII Diploma in Regulated Financial Planning – Personal Tax & Trusts
• CII Certificate in Financial Planning

SamanthaB@montagewealth.co.uk

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:

• CISI IOC – Introduction to Securities & Investments