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 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.
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 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 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.
Executive Paraplanner Cert PFS
Deborah has also developed strong research and administrative skills and will be providing a streamlined service for clients at Montpellier as Executive Paraplanner.
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.
Client Liaison Manager
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.
Elizabeth has previously had various roles from farm administrator to marketing manager and, in recent years, sales negotiator. Elizabeth provides administrative support to the team as well as managing the company accounts.