Montpellier Asset Management

read moreMontpellier 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.

read moreWe have significant experience in managing client's affairs and using trusts is one way to protect assets where possible, whether it is from spendthrift beneficiaries or the future threat of bankruptcy. Montpellier Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No.05307480. Registered office: 7 Imperial Square Cheltenham GL50 1QB.

read moreEnterprise Investment Schemes and Venture Capital Trusts are investments into small and start up UK businesses. These specialist investments have significant tax advantages associated with them. We believe that these structures have great benefits within a client's portfolio especially when the tax incentives are considered. The Government have recently increased the tax reliefs available on these products which therefore gives us greater confidence when reviewing and placing clients into these investments.

read moreWe have no standard solutions, because each client is an individual with individual goals. Therefore, some clients will require advice in areas on investment and tax management, while others may need help in paying for school fees or increasing their retirement income. By being truly independent, we can draw from a comprehensive range of financial products and services. Whether this is for the purpose of financing education, supplementing retirement income or for life's little luxuries, we draw on our expertise to recommend the most suitable strategy.

read moreJames Kinnear is our fully trained independent mortgage adviser with over 20 years experience. He can assist with residential, investment and Buy to Let mortgages and has access to the whole of market for the most suitable and attractive options. When you're thinking about planning for your retirement, it's important to take a look at the whole of your finances, not just your pension, to see if you're on course for the kind of retirement you'd want. You may be able to unlock some of the cash tied up in your home with a lifetime mortgage - a form of loan which is the most popular equity release product.

read moreWhether you are looking to commence pension planning or whether you 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. We can provide a cost efficient streamlined solution that will suit your business requirements and which is fully automated with online functionality. Please contact Simon, Charlotte or Deborah for an initial assessment on 01242 530999 or by email: info@montpellierasset.com. Montpellier Asset Management Limited is authorised and regulated by the Financial Conduct Authority.

read moreContact 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.