TESTIMONIALS

Discover why so many people rely on us to provide up-to-date expert advice on migrating finances overseas.

  • I can’t thank Alex enough for the trouble he took (with my case). They (another financial advisory firm) locked me in completely and as a result I will have to go through the options carefully to decide what best to do for my future. Your kindness is very much appreciated. Many thanks again. - Hazel Hardie, UK

  • ​First of all we would like to thank you personally for all the help you have given us over the last few years. We have been in Australia for exactly 6 years and one day which means we first made contact with Montfort just over eight years ago. Without your help our financial situation, especially our pensions, would be in a mess. We know we have been very cautious with our pension investments over the last few years but we are very happy with the outcome. We have seen steady growth during the GFC and it has left us in a healthy position to grow our future plans here in Australia. - David & Anne-Marie Cox, Melbourne

  • Many thanks for all your work this year, especially firming up our planning for the move to Australia. We are having a very festive time going through stuff we should have sorted a while a go and chucking out the stuff that doesn't come with us! - Mark & Laura Whitmore, Australia

  • Ruben was incredibly helpful during our move to Spain. He took the time to explain everything really clearly to ensure that we could act quickly on his advice. I was really impressed with the end report which gave us incredibly clear guidelines on how to manage our pensions, income, how to set up bank accounts, residency, everything! We would not hesitate to recommend him (and he's a really friendly chap too!) - Silke Stienen-Durand, England

  • Thanks for your quick response and looking after me, your service is truly great. I would use the services of Montfort International again in the future should the opportunity arise. - Steven Tsang, Australia

  • Alex was extremely helpful in assisting me with disinvesting and finding a more suitable provider for my current retirement needs. This process was made all the more difficult due to the recent FATCA laws and the immense hardships it places on dual-nationals to find qualified individuals such as Alex, who are able to provide accurate and tax efficient information.

    I was very pleased with the professionalism Alex demonstrated throughout the months long tedious and frustrating process. I felt that I had someone on my side who truly cared about my situation and was looking out for my best interests, while keeping in line with the ever evolving regulatory requirements. - Caroline Chartier, USA

  • Cheers to Danielle and Eugen for great advice and support. I really appreciate both of your help! Thank you Montfort - absolutely GREAT! - Pas Breslin, Philippines

  • Thank you for your comprehensive report and the information provided, much appreciated. You and Montfort are exceeding my expectations! - Martin Lew, Hong Kong

  • Just a note to say that we passed the 4 year landmark for my mother-in-law recently and her Parent Retirement visa. She has now been given a permanent residence visa with all conditions removed and is free to live and “work” in New Zealand – she is here for good. Not sure how she will go in the job interviews – as she approaches her 92nd birthday! I would like to thank you and your team at Montfort for all your hard work and creative thinking to enable us to get her out here, as that was key to our whole plan. I would recommend your specialist financial planning skills to any migrant and you have continued to provide a very real and personal service which has been a great support for our family since we migrated. Kind regards Desmond - Desmond Thompson, New Zealand

  • In 2010 my life was about to change for the better. After a successful career in General Practice I was, at the age of 53, considering an early retirement and emigrating to the USA. My wife's American citizenship would offer me a Green card, but the biggest question at the time was how to make the most of my NHS pension. Montfort International and, especially Geraint Davies, offered an innovative approach born from real expertise in the field. In 2010, Geraint opened a door to a future I could never have imagined and which, at the time of writing in 2016 is magnificent. As our emigration date approached in June 2012, Geraint and his advisors kept a steady hand on the tiller as the day grew near. I was able to obtain a pension transfer from the NHS to an International company based in Malta, which allowed me to make the very best of what I had at the time.

    No one should underestimate the complexities of these issues! There are shark-infested seas out there for the unwary and Montfort International have a proven track record negotiating these difficult waters. I can recommend this firm wholeheartedly to anyone interested in emigrating and pension transfer. We will remain forever grateful to Geraint and his team. - Nicholas Down, USA

  • Your advice on pensions, transfer of money etc has been invaluable. The way you explained both verbally and in your written reports made life so much easier. - Alan and Phyl Robinson, Australia

  • Thank you for all your help … I couldn’t have done it without your help and I’m so glad that I chose your financial assistance. I look forward to speaking to you again in the future. - Matthew Watson

  • A big thank you to all your team of experts for such a great effort and sticking with us. Without the combined skills and expertise you have at Montfort this would not have been possible, especially within the time frame set by the High Commission. - Richard and Bee Mellor, Australia

  • I am more than happy to recommend Montfort to anybody who wants to ensure they have the most up-to-date information available to enable them to make an informed decision rather than sticking a finger in the air and hoping for the best. I believe they are knowledgeable in their field, very experienced and have many years of accumulated wisdom in this department. Montfort gave me the best information for my situation - not what was going to provide the most revenue for them. - John Campbell, New Zealand

  • Thanks for keeping us informed on Montforts progress! We have been in Western Australia now for nearly 4 years & looking back we are continually grateful for the help & advice you gave us for getting our financial affairs in order including the successful transfers of our pensions.  Well worth the relatively small fee we paid you!  Please feel free to use what I have just said to encourage others! - Robert & Sue King, Australia

Get in touch

The earlier you start to plan for moving your finances the more options you have, so contact us to set up a consultation and discover how we can help you.

Tel +44 (0) 1483 202072 Email Us