About Us

Based in Twickenham, Montagu is an independently owned company committed to the delivery of approachable, professional and informed advice to a select number of corporate and private clients. We adopt a team based approach to looking after our clients, as we believe that combining knowledge and experience will deliver the very best outcomes. Clients appreciate the consistency and longevity of our core team, who have all worked together for more than five years.

    • Chris Simpkin - Managing Director and Financial Adviser

      Chris Simpkin

      Chris founded Montagu in 1996 and still leads the business today. He is a pensions specialist, responsible for managing our largest corporate schemes. A keen fisherman, he would most like to invent a fish finder - but one that actually works!

    • Paul Bailey - Financial Life Planner

      Paul Bailey

      Paul joined us in the early days and continues to play a key role in our business. A qualified Financial Life Planner, he helps clients to achieve their life's ambitions. He spends his weekends with family - trying to keep up with his young son.

    • Wioletta Smith - Paraplanner

      Andy Leaper

      Wioletta provides support to our financial planners, from processing new client cases to writing suitability reports. She also acts as a client liaison. She loves to travel and experience new cultures. In her spare time she likes to visit new places and meet new people.

    • Andrea Clarke - Office Manager

      Simon Haynes

      Andrea is responsible for our administration, technical report writing and compliance. She also spearheads our marketing campaigns and client communications. When not at work, Andrea tends to her veg patch and spends time with family and friends.

    • Gareth Harding - Client Relationship Manager

      Gareth Harding

      Gareth ensures the smooth and efficient implementation of our corporate schemes and financial plans. He also plays a central role in ensuring our clients are well looked after. His three biggest strengths are his focus, dedication and organisational skills.

      • Case Studies

        Case Studies

        Now you've met the team. Why not read our case studies? You'll see how we've helped people just like you to achieve their goals and objectives.
        Find out more