Financial advice based
on every aspect of your
life and personal circumstances.
Intelligent and responsive financial advice: personalised to meet your unique requirements and empower your money.
Dedicated to your needs and objections
Montagu Mayer’s core function as a private wealth manager is providing you, our valued client, with the best financial advice possible to enable you to grow and protect your wealth. Your personal and individual circumstances are central to the advice we give you.
Everything we learn about you, – your short, medium and long-term ambitions, your risk profile, your own fiscal knowledge, is incorporated into the advice we give.
What makes our financial advice worth taking?
The financial advice that we provide is totally personalised and bespoke, tailored with precision to your needs and circumstances.
Our advice is proactive, and all suggestions made are evidence-based and backed up with supporting information to enable you to understand the implications of any proposed action.
Our advice empowers your money
The advice we deliver always puts you at the centre of every recommendation and suggestion we make.
Your adviser will consider every element of your life – the financial challenges you face and the goals you have – in order to construct a robust personally tailored financial plan that is fully optimised to best serve your needs.
Struggling to understand your financial options? Montagu Mayer can help.
Speak to our expert advisers or tailored advice specific to your needs.
Financial advice you can trust and rely on, for life
Our commitment to you, our valued client, does not end when we complete the structuring of your wealth’s management.
Every three months your personal adviser will review your financial plan to ensure it still meets your objectives, your needs and will advise on any adjustments if necessary.
Helping your financial plans empower your money
The focus of Montagu Mayer is you; the services we offer, the way we work down to the smallest detail are aimed at helping you empower your money to enjoy life and provide the future you and your loved ones dream of.
All advice is fully regulated with clear, transparent charging structures, full commission disclosure and a variety of Service Level Agreements to suit your budget.
And of course, all of that is backed up by complete regulation everywhere we operate, giving you a total Montagu Mayer experience wherever you choose to move to.
Please click on ‘Become a Client’ at the bottom of the page and complete the enquiry form and we will normally contact you within the same working day during business hours or if you would prefer us to contact you outside normal business hours then please advise and we will quite happily do so. Alternatively you can email us with details about your requirements to info@IFA-Global.com
