Geraint Davies Managing Director
|
Geraint holds a BSc (Hons) in Business Management and the Diploma of the Australian Insurance Institute. He has been a Financial Adviser for over 25 years and in 1995 founded Montfort International plc to provide specialist advice to migrants. |
Mark Jones Client Adviser & Pension Transfer Specialist |
Mark has over 20 years experience in the financial services industry. He is a Chartered Insurance Practitioner and an Associate of the Chartered Insurance Institute. |
Paul Lawson-Tyers Financial Adviser |
Paul holds the Chartered Insurance Institute’s Certificate in
Financial Planning and has 14 years experience in the financial services
industry, including 5 years specialising in Personal Pensions, SIPPs
and SSASs. |
Andrew Hains Senior Financial Adviser |
Andrew Hains has 10 years experience in the financial services industry.
He holds a BA (Hons) in Business Administration, the Chartered Insurance
Institute's Certificate in Financial Planning, the Pensions Management
Institute's Retirement Provision Certificate and a HND in Business & Finance. |
Ian Harrop Migration Agent & Visa Consultant |
Ian is a Registered Migration Agent regulated by the Australian Migration Agents Registration Authority. He has years of proven experience helping would-be migrants through the complex systems governing all types of visa. |
|
Jeff is an Australian Chartered Accountant based in the UK since 1987. He has over 25 years of tax experience and his particular expertise is on the interaction of the UK and overseas tax systems as they impact on all varieties of taxpayer. |
Nick Bond Financial Adviser |
Nick joined the advisery team from a business development capacity. The demand for our advice services together with his eagerness for progression has developed his career into a service and advice role. |