Montpellier Asset Management
Initial consultation free
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
We can advise you on
Clients
helped
112helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£150k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Simon Whitney DipPFS
Wealth Manager
Mr Richard Turnbull
Wealth Manager
Mr Chris Riddell
Wealth Manager
Mr William Gregory
Wealth Manager
What our clients say
mj
Mr J Sidwell Web Design & SEO
"Simon Whitney has been my financial adviser for over 20 years, and if it wasn’t for his expertise and advice on taking out appropriate polices at key times, in particular Income Protection, my...
ma
Mr Anthony Dawson FCCA Chartered Accountant
“Good in-depth knowledge of Investments and Trusts, I always feel comfortable referring my clients on to Montpellier.”
mc
Mr Cann
“The service I received from Montpellier Asset Management was efficient, professional and delivered in a friendly and courteous manner.”
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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