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Montague Wealth Management Limited is a firm of independent financial advisers specialising in the management of investment portfolios, pensions, Inheritance Tax planning and protection strategies for both private and corporate clients. Our process focuses on thoroughly researching your financial long-term goals and objectives, and then delivering unbiased tailor-made solutions, rather than selling you products. Our clients needs are always paramount to the decision-making process.

With offices in Bedford, South Buckinghamshire and Surrey, we provide impartial, unbiased and objective financial advice to both local, regional and London-based clients, with a view to protecting and enhancing their wealth and sense of well-being.

We are a “Modern Classic” – we use technology to help us with the analysis and planning for our clients – but believe that face to face conversation is the best, perhaps only, way to build trust.

Meet Our Experienced Team
Simon Blaxsell

Simon Blaxsell

Simon has been involved with Financial Services for many years, in roles ranging from financial planning to pensions.

He has experience in core advice areas, as well as specialising in wealth management, investment and pre-retirement planning, near and post retirement planning, inheritance tax and personal taxation self-assessment.

Advice
Pensions
Savings & Investments
Inheritance Tax
Protection
Andrew Stocker

Andrew Stocker

We have been there, seen it and done it – as Andrew Stocker reflects, “I first sat down with a client to advise them in 1991. In fact, the first gulf war was all over CNN when I was on my first training course. I have seen a lot of events unfold and the impacts these have had. If someone is looking to be held by the hand through the markets, experience counts for a lot”.

Advice
Pensions
Savings & Investments
Inheritance Tax
Protection
Peter J Grant

Peter J Grant

A 15-year stint in The City was the perfect start to Peter’s long career in Financial Services. He now has over 20 years as a financial planner and, with two teenage children, will be working as an IFA for many more. His core area of interest is in inheritance tax planning along with the usual financial planning strengths of pensions, tax planning and investments.

Advice
Pensions
Savings & Investments
Inheritance tax
Protection
More About Us

At Montague Wealth Management, we pride ourselves on being a long-standing and personable advisory firm, and we have been helping our clients navigate complex financial markets for many years. Our ambition is to make sure you feel financially well organised and can face the future with confidence.

 

Our core values:

✔ We offer the highest standards of expert financial planning

✔ All our advisers have many years’ experience and a loyal and long-term relationship with their clients

✔ We provide a friendly, approachable and easy to contact service

✔ Most of our financial planning is repeat business with clients we have worked with for many years together with recommendations from existing clients – our success is built on your success

✔ We believe in confidentiality, discretion and integrity

✔ We offer the highest standard of independent professional advice from a firm you can trust. We plan effectively for you, having carefully considered both your current circumstances and your long-term objectives

 

We agree a level of service in advance with you, so you know what to expect and carry out regular reviews to ensure that your financial plans are updated as your circumstances change.

Our aim is to help our clients achieve Financial Freedom – where you have total control of your finances but the freedom to enjoy your money on your terms.

We also are firm believers in helping to inform and educate our clients about what they should expect from their investment – “What good should look like”.

Financial Freedom is where life comes first, and work becomes an option.

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