Montfort International

Montfort

Montfort International were one of our first business partners. They are a very specialised financial advisory company and needed a dependable & knowledgeable broker who could work alongside them assisting their UK and ex-pat clients with specialist Residential and Buy To Let mortgage advice along with Landlords buildings and contents insurance.

Montfort is a leading firm of independent financial advisers specialising in global financial planning. Established in 1995, Montfort helped pioneer cross-border solutions across pensions, retirement planning and personal finance. Montfort stands proud as one of the first UK providers of tailored solutions in response to the technical complexities many individuals face as they emigrate, move around the world or return home.

Montfort continues to look after millions of pounds of investments for its clients with the aim of ensuring the transfer of their wealth with the utmost efficiency and care. Montfort’s combined years of experience and specialist knowledge ensures its team of advisers and paraplanners provide a high level of service to its clients and affiliated independent advisory firms.

Montfort’s technical capabilities and expertise are far reaching across many global jurisdictions. With an inimitable understanding of the varying complexities surrounding tax regulation in the UK and overseas, Montfort has a particular knowledge of overseas pension solutions including Qualifying Recognised Overseas Pension Schemes (QROPS).

In 2020, Montfort marks 25 years in the cross-border financial planning sector. It celebrates in the knowledge that it has helped numerous clients move their wealth around the world safely and efficiently. Today, Montfort not only has its own highly experienced team but has access to a network of industry experts and trusted associates to provide clients with a range of services and a holistic approach to their global financial planning.

Quilter, Lifetime Wealth Management and JF Financial Associates do not offer visa, pensions, financial or tax advice to migrants on behalf Montfort International. The information contained on this site about Montfort International is for information purposes only.

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"Very helpful throughout the remortgage process and very good at explaining everything in simplified terms we could relate to and not just financial jargon."

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Thank you very much for all your hard work obtaining our first mortgage, which was so difficult to get providing our limited finances! Your assistance has been invaluable, and we would have never achieved this without you! We would have no hesitation in using your services again or, indeed, in recommending you to anyone who requires services of a mortgage & insurance specialist.

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This was from a client we have been working with for over 7 years now: "Many thanks for all your hard work and effort to obtain our mortgage offer! I can't tell you how it feels for us to have gone from having nearly 100k of debt and a 'hopeless case' to getting a high street mortgage (in less than 7 years!)

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Justin was recommend by my bother who had his mortgage arranged with him a couple of years before. The set up process was very easy, Justin got me on the phone, found out my needs and financial details and then came back a couple of days later with three options for me to pick from. After than things went smoothly, Justin and his team were VERY helpful, they even helped fix a couple of problems caused by my solicitors. On the day of completion Justin was on the phone making sure everything was fine as were his team. I felt very well looked after and even decided to arrange extra life cover with Justin.

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We have been a client of JF Financial for almost 9 years. Justin goes above and beyond to ensure everything runs smoothly. The service this company provides is 5 star. Would 100% recommend JF Financial.

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Knowing Justin is a blessing, I had couple of re mortgage with JFinancial. Very friendly & stress free service, Justin always look after all small details before the application. Hassel free , as long you have all uptodate documents. Great service. Just talking to him is a great pleasure.

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I would like to thank Justin from J F Financial for his extremely professional service. After my recent stage one interview which was to understand all aspects of my financial position he was able to tell me more about my finances than I knew myself. Justin gave me clear, decisive advice which enabled me to put things in place to secure future financial stability. I initially went to Justin to see if he was able to help secure an acceptable rate on the re-mortgage of my property as it had come to the end of its term and slipped into variable rate. This was something that I did not think was possible in today’s current financial market. Justin not only matched my existing interest rate but secured this rate for the next 5 years. From Stage one to completion of the mortgage I found this to be a very smoothly run and professional service and would not hesitate with recommending Justin from J F Financial to any of my family or contacts in the future.

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Just thought would drop you a quick line to say thank you for all your help with helping us along the process of buying our flat. We are all settled in now and loving it!! I will highly recommend you to all my friends, as it was a pleasure dealing with you and you made the whole process a lot less stressful. Once again many thanks for all your help and your useful knowledge.

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Thank you very much for your help, it’s a pleasure dealing with you and will definitely recommend you to my family and friends. Easy remortgage with no hassle!!! Thanks again.

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This was a big help in meeting all my needs, very helpful and professional

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5 star service. Could not recommend JF Financial highly enough. Justin assisted us throughout the whole house buying/selling process. He made one of the most stressful processes in life easy and hassle free. Was always available for any advice, even out of office hours! Would never look elsewhere for any financial advice in the future.

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We have just completed on our 2nd mortgage arranged by Justin. We wouldn’t consider going to anyone else as JF Financial Associates are friendly, professional and determined to find the best mortgage for our ever evolving needs. Justin is able to explain the whole process in an understandable way, making sure you are fully aware the next stage of the process. I have no hesitation in recommending their services. Mr & Mrs Wallis. West Sussex.