Services

We provide financial planning and employee benefits services to private and corporate clients, based in London and the South East of England. Whether you're looking for a complete managed solution for your business or advice on your personal affairs, our team of advisers can help.

  • Services for private clients

    Private Client Services

    We advise you on every aspect of your finances, including all types of pensions, investments and insurance. Our advisers help you to simplify your affairs. They will work with you and our professional partners to create your personalised financial plan, designed to help you meet your lifestyle goals. Monitoring your progress through time will help you to avoid critical mistakes along the way.

    Learn more about our services for private clients

  • Services for corporate clients

    Private Client Services

    Our corporate services include the full range of employee benefits, as well as specialist planning for Directors. It's more than just advice. We deal with all the hassles and remove the complexity by actually managing your schemes for you. Our advisers will build relationships with your employees, who are kept informed of any changes using jargon-free communications and advice customised to their individual needs.

    Learn more about our services for corporate clients

  • Working with Professional Partners

    Private Client Services

    To deliver our comprehensive range of services we strategically partner with members of the accountancy and legal profession. We recognise that accountancy, legal and financial matters often go hand in hand. That's why we adopt an integrated approach to looking after our client's affairs. Working alongside our professional partners we devise joint strategies aligned with the client's objectives.

    Learn more about how we work with professional partners

Andy Gass

"I've worked with Montagu Financial Management for more than 15 years. Over that time Chris has not only installed and managed our corporate pension scheme, individually advising our staff, he has also helped me to manage my own personal affairs. I find him and his team to be knowledgeable, professional and client care is second to none. I appreciate his attention to detail and ability to provide advice and guidance across our entire situation. I would not hesitate in recommending him to other businesses or individuals."
Andy Gass, Managing Director, Computer 2000