MONTFORT'S ALEX NORWOOD ANNOUNCED AS FINALIST IN RETIREMENT PLANNER OF THE YEAR AWARDS 2019 14 May 2019

Montfort’s Alex Norwood, leading adviser, pension transfer specialist and associate director has been selected as one of the finalists in this year’s Retirement Planner of the Year Awards. This is a well-deserved achievement and, at Montfort, we are delighted that he has been recognised for his dedication and hard work. The awards will be held on 14th June 2019 and we wish him the very best of luck.  ..

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Montfort's Brexit Statement 20 Mar 2019

The UK Government has requested an extension to Article 50 and the planned Brexit date of 29 March 2019 from the European Union (EU). Theresa May announced her plans to the House of Commons yesterday.  ..
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Montfort Is Recruiting: Experienced Paraplanner 09 Mar 2019

Montfort is seeking an experienced paraplanner to join its team of leading IFAs, pension transfer specialists and professionals. This full-time position is a rare opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. ..
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UK: Unbeknown Tax Restriction To Affect UK Savers Accessing Pensions 06 Mar 2019

More and more UK savers are accessing their pensions ahead of retirement. Whether it be in their entirety, partial withdrawals or irregular contributions in line with pension freedoms, a new financial flexibility abounds the pensions industry. Appealing from the offset, tax loopholes and restrictions form a prevailing reality for many unsuspecting individuals, particularly when undertaken without professional advice. ..
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US: American Expatriates May Face Delay In Tax Return Refunds 08 Feb 2019

The US government has absorbed much of the world’s press in recent months. From Trump and trade deals to Hell-ish weather, one of the biggest stories is the government’s 35-day partial shutdown – one of the longest closures in US governmental history.  Officially ending Friday 25th January, the government’s reopening seemed in timely fashion with it just ahead of the Internal Revenue Service ( IRS)’s opening of its annual tax filing system. Though lucky for the majority of US citizens, the fortunes of US expatriates not currently residing in their home country, are not-so favourable. Advised they must wait to submit their tax returns and subsequently receive their refunds. ..
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Montfort Is Recruiting: Financial Adviser 06 Feb 2019

Montfort is seeking an experienced financial adviser to join its team of leading IFAs, pension transfer specialists and professionals. This full-time position is a rare opportunity to join a dynamic company offering excellent benefits and unrivalled in-house training and support. The role further provides outstanding career progression and first-hand experience within this highly complex area of global financial planning, working with some of the industry’s best.  ..
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US: Expatriates Navigating Unchartered Waters Between The UK & US 03 Jan 2019

The typical US expatriate faces immense financial complexities and particularly as they consider retirement in the UK or a return to the US. Engaging the services of a US-Anglo financial expert and industry specialist with the aim to safeguard finances, pensions and investments is key. Montfort’s Alex Norwood further explores.
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Join Montfort In Its Christmas Appeal To Support Local Organisation, Number Five Project 10 Dec 2018

This Christmas, Montfort is turning its attention to those undoubtedly less fortunate to support local charity, the Number Five Project.  ..

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The Montfort Bake Off Supports Number Five Project in Guildford 04 Dec 2018

Over the past year, Montfort has been cooking up a storm… A company-wide initiative has seen the team’s limits undoubtedly tested and challenged, forcing each and every Montfort adviser, paraplanner, director and administrator to physically endure the strain of the kitchen, and embrace their inner Mary Berry. That’s right, 2018 has seen the introduction of, drum roll please, The Montfort Bake Off! ..

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Montfort's US-Anglo Financial Planning Service 21 Nov 2018

Happy Thanksgiving and what better time to celebrate Montfort's US-Anglo services than today. ..
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