“Mike has been my IFA for a number of years. I find him admirable – a combination of deep knowledge of UK financial services, customer understanding, intelligence and flexibility means that he provides excellent and effective advice. His strong sense of personal integrity and ethics mean that I can be sure that his advice is given solely with my interests in mind. The proof of the pudding is in the eating – my personal financial portfolio is in significantly better shape than it would have been without Mike!”
T R, Oxon
Montgo Consulting Ltd is the trading company of Mike Grant, an Independent Financial Adviser (IFA) based in Eastbourne, East Sussex with 26 years’ experience in the financial services industry. I specialise in investments, portfolio construction and investment management but also provide broader financial advice including inheritance tax planning, pensions and life assurance.
Montgo Consulting Ltd aims to provide thorough, wide ranging professional advice and service. With comparatively few clients the emphasis is on personal involvement, quality, comprehensive advice and all important reviews. However if you prefer limited advice or simply wish to buy a financial product that is fine.
Montgo Consulting Ltd has been a fee only IFA for many years and unlike many advisers is not a recent convert from commission based remuneration, a change forced on them by the Financial Services Authority (FSA) who banned commission payments for advised investment and pension sales from the end of 2012. Please note however commissions are still permitted on pure insurance policies and these can be very high, although clients of Montgo Consulting Ltd receive a full rebate of initial commission in one of several ways (see How services are paid for).
The ethos of Montgo Consulting Ltd is low key and the complete antithesis of the hard sell image. It is about old fashioned high quality advice and service. However that is very easy for me to say. To experience it you’ll have to try it! And to encourage you an initial consultation or telephone discussion of up to an hour is offered without charge or obligation. Alternatively have a look at the testimonials or ask for a reference.
A copy of my Client Agreement which is a combined terms of business and fee agreement can be downloaded from this website on the Contact Details page.
The guidance in this website is subject to the UK regulatory regime for financial services and is as such suitable for and intended for UK consumers only.
Montgo Consulting Ltd is authorised and regulated by the Financial Conduct Authority (FCA). Montgo Consulting Ltd’s FCA firm reference number is 606440.
Copyright © 2017 Montgo Consulting Ltd • Registered in England & Wales • Company no. 4918378
53 Caroline Way, Eastbourne, East Sussex, BN23 5AX