Mike Grant has given excellent service on a variety of issues to my extended family. In an industry often criticised for its lack of transparency, it is heartening to find someone who exemplifies integrity and therefore whose advice one can trust completely. Mike is vastly experienced and has a great deal of knowledge and expertise. A R, Oxon
Business Structure & Ethos
Montgo Consulting Ltd is authorised and regulated by the Financial Conduct Authority (FCA). For compliance, technical and business support the company has appointed leading IFA service provider SimplyBiz as its consultant.
SimplyBiz aims to give financial advisers more control and independence through direct authorisation compared to regulation through another authorised entity such as a Network. The ethos of SimplyBiz is to put the needs of financial advisers at the heart of everything the business does, helping firms to remain compliant and successful. The principle benefit of their service has been to help keep me abreast of changing financial services regulation and provision of technical support.
In the event of absences a locum service is provided by another IFA.
High standards of professionalism and excellence are aimed for at all times and Montgo Consulting Ltd is committed to treating customers fairly. This is of course easier to state than to prove but references can be supplied or sample work shown. Many of my new clients come by recommendation. Ultimately as stated, service and professionalism has to be personally tested!
Sovereign Harbour, Eastbourne
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
31 Beach Road, Eastbourne, East Sussex BN22 7EY • 01323 735303