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The Montpelier Group, headquartered in the United Kingdom and in operation for over 20 years is bringing to expatriates clients a new approach in creating wealth, protecting wealth and minimising taxation on your wealth. Our aim is to bring the same high levels of service, due diligence and expertise we offer our 19,000 clients worldwide.
The Montpelier Group has offices throughout the world including: London, Hong Kong, Shanghai, Singapore, Manchester, Birmingham, Bangkok, Tokyo, Brussels, New York, Kuala Lumpur and more recently Dubai (for a full overview of this expanding office reach please visit our website). With a fresh approach to advising expatriates on their financial matters you can be sure that our ideas will give your financial situation the attention it deserves.
Our core areas are listed below, however we pride ourselves in offering holistic wealth management of the highest possible standard.
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- Estate Planning
- Specialist Offshore Tax Planning
- Lump Sum Portfolio Management
- Multi currency mortgages
- Education Fee Planning
- Retirement/Superannuation Planning
- Deferred variable annuity contracts
- Cost effective alternatives to saving plans
- Life cover, income protection
- National insurance reviews
- Property purchase
- Offshore superannuation funds
- Repatriation planning
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Please email us on marketing@montpeliergroup.com
or call +603 2713 5000 and request a free Expatriate Wealth Management Pack.
If you would like to meet with a Montpelier Adviser then please email marketing@montpeliergroup.com
or call +603 2713 5000 and ask to speak with our meeting coordinator.
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