History

Geraint Davies, the founder and current Managing Director of Montfort, 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 solution and bespoke product for those who were moving or had moved to Australia from the UK. 

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 and was also called by Her Majesty's Revenue & Customs in March 2006 for its opinions on Qualifying Recognised Overseas Pension Schemes (QROPS). 

Montfort was the first UK based financial advisory firm to be established specifically to provide essential financial planning to migrants. Through our associate network, we can now guide you through proven holistic advice for emigration from (and to) the UK to Australia, New Zealand, Europe, Asia and the USA. 

Over the past 22 years, we have built an enviable reputation with a highly experienced team of  pensions, financial, tax and visa specialists to give the best emigration advice in these areas. In addition, Montfort works alongside trusted associates across the globe whose advice and knowledge is tailored towards migrants from the UK as well as providing a smooth transition and establishment in their country of emigration. The Montfort team aims to build an appropriate strategy for you and ensure that you protect and grow your wealth.        

 

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