Supplier:

Montfort International

Countries Available
  • Australia
  • New Zealand
  • Canada
    • About Us

      Montfort International was founded in 1995. It was the first UK based financial advisory firm to be established specifically to provide essential financial advice to migrants and, through our associate network, can guide you to proven Australian financial advice for emigration from the UK to Australia.

      Geraint Davies, the founder of Montfort International and the current Managing Director, started his career as a Financial Advisor in 1982 in Perth Western Australia, specialising in Australian financial advice for UK emigrants.

      In 1995, after Geraint returned to the UK, Montfort International was formed to establish the very first UK to Australia pension transfer service.

      In May 2002, due to the unrivalled expertise in UK to Australia pension transfers, Montfort International was requested by the Australian Senate for its views on UK pension transfers to Australia. Montfort International has also been called, by Her Majesty’s Revenue & Customs in March 2006, for its opinions on Qualifying Recognised Overseas Pension Schemes (QROPS).

      Since Montfort was founded in 1995, a team of visa, pensions, financial and tax specialists has been built, in the UK, to give the best Australian (as well as New Zealand) emigration advice in these areas. In addition, Montfort works alongside associates in Australia, New Zealand & Canada, whose advice and knowledge is tailored towards migrants from the UK as well as their establishment in the country of emigration.

      Founded

      1995

      Offer

      Regulated By The Fca

      Number Of Advisors

      6

      Is Your Fee Based On A Percentage Or Flat Fee
      • Both
        • Consultations
          • Face to Face
          • Phone
            • Office Locations

              Home Farm
              Shere Road
              Albury
              Surrey
              GU5 9BL
              United Kingdom

              Frn Number

              181199

              Free Consultation

              Rating: 4.5

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