Welcome
to Montpellier Asset Management
Montpellier Asset Management has been providing financial solutions for clients since the year 2000. With their Head Office located in the historical town of Cheltenham, Montpellier provides advice to clients both locally and throughout the UK via their network of advisers.
The Montpellier team of advisers offer bespoke, unbiased advice, driven by their ability to understand clients’ needs. Montpellier provide solutions which are both sensible and cost effective and enable clients to achieve their goals and aspirations via an investment approach that is both fully transparent and straight forward to comprehend.
Montpellier’s advisers pride themselves on building long-term relationships with their clients and will be there during any life changes that may occur to provide reassurance and advice where needed.
Having a robust financial and investment plan in place allows you the time to enjoy the life you want along with the reassurance that your investments are being professionally managed in a cost effective way.
TRUSTED
LOCAL
PERSONAL
FEE BASED
Montpellier are a fee based firm so there is no commission bias in any of the recommendations that they make for their clients.
In the current climate this is very refreshing as sophisticated investors know that it is advice and not products that achieve their financial aims and objectives.
Montpellier offer unbiased advice, driven by their ability to understand clients needs and to propose solutions which are both sensible and cost effective. They accept that their business has grown due to the emphasis that they put on building solid long term relationships with their clients. Financial and investment planning must be a vibrant and ongoing process if it is to be effective in the ever changing world of financial advice.
PERSONAL
"Good in-depth knowledge of Investments and Trusts, I always feel comfortable referring my clients on to Montpellier.”
Mr A Dawson (Chartered Accountant, Hereford)