Montpellier Asset Management

Montpellier Asset Management has been offering financial solutions for clients since 2000. Their Head Office is located in Cheltenham, and they provide advice to clients locally and throughout the UK via a network of advisers.
  • Tax Planning
  • Estate Planning
  • Mortgage Advice
  • Investment Planning
  • Retirement Planning

Size
Small
Phone
N/A
Email
N/A
Locations
7 Imperial Square, GL50 1QB
01242530999
8:30 - 17:00
Digital Popularity
Social Media
Competitors
Ludice Wealth Management
Ludice Wealth Management is an independent financial advisory firm that provides tailored financial advice and planning services to clients at all stages of their financial journey.
Poole Graham Wealth Consultancy Ltd
Poole Graham Wealth Consultancy Ltd is a financial advisory firm that focuses on helping families and business owners manage their wealth effectively.
Company Details
Montpellier Asset Management is operated by Montpellier Asset Management Limited and is a Active company incorporated on 8 December 2004 with the registered office located in Cheltenham, Gloucestershire. Montpellier Asset Management Limited was registered 20 years ago.

Status
Active
Size
Micro
Directors
2
Age
20 years old
Employees
7
Turnover
Unreported
Total Assets
£917.77K
Cash in Bank
£220.5K
Total Liabilities
-£320.82K

Director • Secretary • PSC • Financial Adviser • British • Lives in England • Born in Oct 1967
Teams
All
9
Finance
6
Management
1
Other
3
Executive Paraplanner • Joined May 2023
Wealth Manager • Joined Mar 2023
Paraplanner • Joined Mar 2022
Chartered Wealth Manager • Joined Nov 2024
IFA & Wealth Manager • Joined Jan 2021
Independent Financial Adviser | Wealth Manager • Joined Jun 2021
Associate Paraplanner • Joined May 2024
Independent Financial Advisor • Joined Feb 2019
Paraplanner • Joined Jan 2018
Wealth Manager • Joined Mar 2023
Chartered Wealth Manager • Joined Nov 2024
Associate Paraplanner • Joined May 2024
Independent Financial Advisor • Joined Feb 2019
Paraplanner • Joined Jan 2018
Paraplanner • Joined Mar 2022
Office Manager • Joined Apr 2023
Executive Paraplanner • Joined May 2023
IFA & Wealth Manager • Joined Jan 2021
Independent Financial Adviser | Wealth Manager • Joined Jun 2021