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taking care of your future
Providing financial advice on many matters, our highly knowledgeable and friendly team offer impartial advice based on the individual circumstances of each client
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investments to suit you
As fee-based Independent Financial Advisers our business philosophy is to help our private clients achieve financial security and economic freedom.
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estate planning
If you are looking to secure a legacy for future generations or reduce your inheritance tax liability, we would welcome the opportunity to explain where our specialist knowledge can help you and your family.
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taking care of your retirement
Whether you are looking to commence pension planning or already have a significant pension fund that you would like specific pension and investment advice for we have the knowledge and experience to help you.
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tax planning
Montpellier help clients to structure their assets as tax efficiently as possible, whether a simple transfer between husband and wife or more complicated structures including companies and trusts.
MontpellierAsset
@Montpellier_AM
This months Cotswold Style which has a feature on our very own Charlotte. pic.twitter.com/fz28jvDfts
MontpellierAsset
@Montpellier_AM
@Mattat121 Good to hear from you Matt and yes we are now fully embracing Social Media.
Contact Montpellier Asset Management
TEL: 01242 530999
EMAIL: simon@montpellierasset.com
Address
7 Imperial Square, Cheltenham GL50 1QB
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Welcome to Montpellier Asset Management
Montpellier Asset Management has been providing financial solutions for clients in Gloucestershire and London since the year 2000.
Montpellier is headed up by Simon Whitney who is one of the most respected financial planners locally. He has well established links with both local accountants and solicitors and has been helping clients to manage their wealth for over 30 years.
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 solve their financial aims and objectives.
We offer unbiased advice, driven by our ability to understand our clients needs and to propose solutions which are both sensible and cost effective. We accept that our business has grown due to the emphasis that we put on building solid long term relationships with our clients and financial planning must be a vibrant and ongoing process if it is to be effective in the ever changing world of financial advice.
