Another Accolade Achieved By Montfort's Rob Gow 12 Feb 2018

Further congratulations are in place for Montfort paraplanner Rob Gow who successfully passed his R04 examination, focusing on pensions and retirement planning. As one of Montfort’s leading paraplanners, Rob has been a vital figure within the Montfort team for close to two years and now joins seven fellow Montfort colleagues including Eugen Neagu, Andrew Hains, Alex Norwood and Chris Slater-Jones whom also hold the qualification (in addition to Geraint Davies, Jonathon Webb and Neil Clarke who are accredited with the equivalent AF3). ..

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Montfort's Response To The FCA’s Letter On Pension Transfer Advice 08 Feb 2018

Advisors across the UK recently received a reminder from the FCA on the issue of ‘commoditised’ defined benefit pension transfers that run the resultant risk of unsuitable advice. ..

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Ensuring A Tax-Efficient Retirement 31 Jan 2018

Considered one of the most 'stress-free' stages of an individual’s life, retirement also brings a whole list of concerns and questions that transpire into a very daunting and unfamiliar area of personal finance. ..

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Cape Town Residence By SAOTA, South Africa 23 Jan 2018

Delivering a taste of the ultimate dream life overseas, January sees Montfort traverse to more balmy climes and to South Africa to explore one of Cape Town's greatest architectural gems. ..

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Introducing Montfort's Latest Pensions Transfer Specialist... 05 Jan 2018

Huge congratulations go to one of Montfort’s leading financial advisors and team members, Alex Norwood, on the passing of his Pensions Specialist qualification late last year. As one of the most-technical and prestigious exams to pass within the IFA community, this qualification will now allow Alex to sign off pension transfer reports for defined benefit pension schemes. ..

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Montfort's 2017 Snapshot 31 Dec 2017

With the year coming to a close and Christmas spirit still abound, individuals and companies commonly use this time to reflect on the year been and express their gratitude. As one of our most-successful years yet, Montfort plans to do just that... ..

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Montfort's Guide For Financial Planning Advising On The British Steel Pension Scheme 19 Dec 2017

As one of the most-controversial stories to hit headlines this year, the British Steel Pension Scheme (BSPS) saga has resulted in catastrophic losses for steelworkers’ pension pots. Montfort and the firm's head of financial planning, Eugen Neagu, have created a first-of-its-kind guide specifically for financial planners advising on the British Steel Pension Scheme and associated pension transfers.
 ..

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Financial Positivity As A Brexit Deal Is Finally Met 08 Dec 2017

This morning’s news headlines revealed Theresa May has finally struck a last-minute Brexit deal with the European Union to move talks onto the next phase. Theresa May arrived in Brussels earlier today to begin stage two of the negotiations.
 ..

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Autumn Budget 2017 - What To Look Out For 21 Nov 2017

This year’s Autumn Budget will be announced by Philip Hammond, Chancellor of the Exchequer, tomorrow with there much debate and speculation within the financial services sector. ..

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In The Press: Eugen Neagu Speaks To FTAdviser 17 Nov 2017

Montfort's head of financial planning Eugen Neagu spoke with the FTAdviser's Maria Espadinha today regarding the ill advice British Steel Pension Scheme (BSPS) members are receiving and estimated only 15 per cent of members, currently under pressure to decide what to do with their retirement nest egg, should transfer out their defined benefit pension. ..

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