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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.