The Montpelier Group is a global leader in wealth management, providing financial advice to over 24, 000 clients in Europe, Asia, the Americas, Australia and the MiddleEast. Its astonishing growth and success are made possible by our world wide team of over 750 members, dedicated to giving truly independent, unbiased advice that clients can trust. The Montpelier Group was formed from the merger of Cadmans Financial Services, Manx Tax Planning and TMJ Accountancy in 2000. The union of these three companies brought together over 20 years of experience in the financial industry. Furthermore, it created the basis for the holistic approach toFinancial management, which Montpelier is now famous for. Over recent years theMontpelier Group has experienced astonishing growth throughout the world making it one of the largest and fastest growing Independent Financial Advisors in the UK, Europe and Asia. Currently we have 43 offices worldwide managing over £ 2.2 Billion in assets, with plans to grow considerably over the coming years.

We are fully licensed in every jurisdiction that we operate in and regulated by the Financial Services Authority (FSA) in the UK, widely considered as the most stringent regulatory body in the world.