Our Wealth Management service combines ongoing Lifestyle Financial Planning with our in-house Discretionary Managed portfolios. Our Wealth Management service has been designed to meet the needs of our high net worth clients, who require flexible and sophisticated financial planning solutions.

Our Wealth Management service is proactive and structured, offering ongoing Lifestyle Financial Planning with regular review meetings to review our client’s plans, objectives, and goals. We believe that it is impossible to provide advice on any one area without fully understanding how your full position, whether that be investments, pensions, properties or if you are running a business. You wouldn’t go to a heart specialist for a sports massage so why restrict your assets in the same way.

Our Wealth Management team specialise in the following areas of advice:

INVESTMENTS

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PENSIONS

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INHERITANCE TAX

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BUSINESS

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PROTECTION

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Each of these elements will make up only a part of your overall position. At Montage, we carefully consider how each part interacts to meet your objectives. When we construct your Financial Plan we will show you how our advice can help you achieve your Financial Freedom.

Next - Investments

YOU. YOUR MONEY. YOUR GOALS.

How we can help.

We will develop a strategy with you, which is tailored to your personal needs,
objectives and goals. This will not be a one off plan, but an ongoing process. As
circumstances change, so will your financial needs and goals, and the key to our
Wealth Management service is to tailor and adapt your strategy in the future. We
are here to help ‘pilot’ you through your financial journey and to keep you on
track to achieve your goals.

BOOK YOUR FREE
INITIAL MEETING TODAY!

PLATFORM APPROACH

A platform offers a more sophisticated approach to investment and
pension portfolios than utilising individual products.

Instead of holding a range of separate investment and pension products, each holding different investment funds, our platform offers our clients a complete solution, with a range of platform accounts which can be held by internal or external Tax Wrappers on one platform, with each platform account invested in one of our 11 discretionary managed portfolios.