Devereaux Montague

At Devereaux Montague LLP, we are dedicated to providing our clients with practical and relevant solutions to help them meet their financial objectives. Our team of experienced financial advisers is committed to offering a wide range of services, tailored to meet the specific needs of both individuals and businesses.

Our Services

As independent financial advisers, we provide guidance in various areas including Protection, Mortgages, Savings and Investments, and Pensions.

• *Protection*: We believe that financial protection is a crucial part of any financial plan. Our advisers work with you to understand your needs and develop a plan that ensures you and your loved ones are financially secure, should the unexpected happen.

• *Mortgages*: Whether you are a first-time buyer or looking to remortgage, our experienced mortgage advisers will help you find the most suitable mortgage deal based on your individual circumstances. We have access to a comprehensive range of lenders and can help you navigate the complex mortgage market.

• *Savings and Investments*: Our advisers can help you create a well-diversified investment portfolio based on your risk appetite, investment horizon, and financial goals. We provide tailored investment advice that aligns with your unique situation, helping you grow your wealth and plan for the future with confidence.

• *Pensions*: With an ever-changing pension landscape, it's increasingly important to receive expert advice on pension planning. Our qualified pension specialists are here to help you make informed decisions regarding your retirement savings, ensuring that you make the most of your pension contributions and enjoy a comfortable retirement.

Meet Our Team

Our team consists of dedicated professionals with a wealth of experience in the financial services industry. Meet our key team members:

• *Roger*: As the Managing Partner of Devereaux Montague LLP and a Chartered Financial Planner, Roger has extensive experience in accountancy and financial services. With a focus on high net worth individuals, Roger is equipped to provide impartial advice on all aspects of a client's finances.

• *Jonathan*: Jonathan, a Partner in the firm, has been a Financial Adviser since 1991. With experience from esteemed financial organisations, Jonathan offers a holistic financial planning service with solutions from the whole of the market. As a pension specialist, he is an authorised Pension Transfer Specialist and regularly advises on Pensions and Divorce.

• *Holly*: As our Support Manager, Holly manages the administration team and has experience in various aspects of the industry, including pension and investment administration, compliance, accounts, and project management. Holly ensures that the administrative side of the business runs smoothly and efficiently.

• *Helen*: As a Senior Paraplanner and a specialist in Pension Transfers, Helen provides bespoke financial planning solutions for clients. Her expertise ensures that clients receive tailored advice, enabling them to achieve their financial objectives.

• *Alex*: With extensive experience in the financial services industry, Alex specialises in mortgage and protection advice. As a Mortgage Adviser, he helps clients navigate the mortgage market, ensuring they secure the most suitable mortgage deal.

• *Chelle*: As the head of our administration team, Chelle manages various aspects of the business, from compliance and accounts to training and project management. Chelle's expertise ensures that the administrative side of the business runs smoothly and efficiently.

Our Commitment

At Devereaux Montague LLP, our aim is to help you achieve your financial goals. We strive to build long-term relationships with our clients based on trust, integrity, and transparency. Our personalised approach to financial advice sets us apart, ensuring that you receive tailored and relevant solutions to meet your unique financial needs.