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taking care of your future

Our Service & Our People

We know how valuable your time is, and will work around you and your schedule, however tight or demanding.

Contact us to arrange a no obligation free initial meeting, where we can endavour to meet your financial planning needs. Our biggest source of business - and best measure of our success - is the wealth of referrals from existing, satisfied customers who recommend our service to their friends, family and business associates.

You also have the assurance that we are members of the Financial Ombudsman Scheme who can arbitrate on any complaints that you might have, however unlikely that might be. 

Simon Whitney

Managing Director

Simon began his career in the investment industry in the mid 1980’s where he developed a wealth of knowledge on all financial matters and in 1991 he joined a well-known local Independent Financial Advisory firm where he advised a range of clients including family business’s, entrepreneurs and trustees.

Simon then worked in The City of London with a leading firm of stockbrokers and subsequently established Montpellier Asset Management in both Cheltenham and London to cater for his clients needs. Simon specialises in managing clients investments and has many years experience in structuring client portfolios in a tax efficient manner.


Mike Riddell

Wealth Manager

Mike started his financial planning career in 2001 and since then he has gained experience in all areas of financial advice. After successful periods with a major Insurance Company and a High Street Bank, he spent a number of years building his own IFA business before joining Montpellier Asset Management in 2017 where he concentrates on Pension Planning and Tax Efficient Investment advice.

Before coming into this profession Mike enjoyed a career as a General Manager in high street retailing which provided him with considerable knowledge and understanding of people, personalities and effective communication.



Ian Vasey

Wealth Manager

Ian began his career in finance in the banking sector with Lloyds in the Eighties.Having acquired a significant wealth of experience and knowledge whilst holding advisory roles with leading banks and building societies, he made the move to financial planning led holistic advice. 

Ian specialises in investment, pension and legacy planning, and holds qualifications in both financial and mortgage advice. Managing wealth tax efficiently and planning for future needs in a clear, concise and understandable manner are his core beliefs. 



James Kinnear

Mortgage Adviser

James is a fully trained mortgage adviser with over 20 years' experience. He can assist with residential, investment, Buy to Let and ex patriate mortgages.  James can can also advise on Equity Release and Lifetime mortgages.

James can also assist with all aspects with commercial finance and personal loans and has access to the whole of market for the most suitable and attractive options.



Deborah Harwood

Executive Paraplanner Cert PFS

Deborah began her career as a financial consultant with a leading insurance company in 1988, after studying Business and Finance at college. As well as helping both individuals and businesses to successfully plan their tax efficient financial strategies, she has extensive knowledge of investments, insurance and pensions with 16 years independent advisory experience.

Deborah has also developed strong research and administrative skills and will be providing a streamlined service for clients at Montpellier as Executive Paraplanner.



Gemma Knight

Trainee Paraplanner

Gemma began her career as a payroll consultant with a leading retailer after studying Law, English and Psychology at A Level.

She then moved into an administration role with a reputable local financial services company where she gained valuable knowledge and skills. She has now joined Montpellier as a trainee paraplanner as part of the growing research team.



Peter Howard

Client Liaison Manager

Peter operates mainly from our London office and has been in the field of Financial Services for over 26 years, initially in an advisory capacity but more recently as a marketing consultant for the promotion of financial instruments to institutions and wealth managers.

For our London and Home Counties clients Peter is one of the first people that you will meet at Montpellier and he is responsible for explaining to clients how our service proposition works and importantly how the gathering of client information helps smooth the financial planning process.