Fee charging Independent Financial Adviser

Telephone
01797 252527

Business Structure & Ethos

Montgo Consulting Ltd is an appointed representative of Burns-Anderson Ltd. Burns-Anderson, an IFA network is authorised and regulated by The Financial Services Authority (FSA) and based in Bristol with a staff of over 60. Their website address is www.burns-anderson.co.uk.

The network arrangement enables individual or small groups of IFAs to operate in a compliant way. Clients have the security that their IFA is audited and supported by a large organisation, whilst dealing on a day to day basis with their adviser in a personal and accessible manner.

The size of Burns-Anderson enables access to special product terms, such as discounts or enhancements.

In the event of absences a locum service is provided by another IFA with Burns-Anderson.

Business Ethos

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!

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