Montfort International Limited is an independent financial advice firm (est. 1995) that specialises in cross‑border financial planning for expatriates. For someone moving to Spain they offer help reviewing UK pensions, advising on whether to transfer or leave arrangements in place, considering tax and residency implications and producing a personal retirement plan tailored to living overseas.
The firm works with overseas advisers and pension providers to implement recommendations, produces a written report with clear actions, and highlights practical topics for migrants such as bank accounts, residency and tax-efficient ways to take income. Montfort is authorised and regulated by the UK Financial Conduct Authority (FCA entry 181199) and is a registered UK company (No. 03131722).
