Delivering freedom through planning - Montage Wealth Management

PA’s 2019 UK Adviser Firm of the Year profiled

clock • 5 min read

As the 2020 Professional Adviser Awards prepares to open to entries, Cherry Reynard talks to Peter Montague, CEO of PA's reigning UK Adviser Firm of the Year, Montage Wealth Management

From its rainbow branding to its youthful team, Montage Wealth Management likes to stand out among financial planners - but that is not to suggest its brand lacks real depth and ambition. The company - which won the prestigious UK Adviser Firm of the Year accolade at the 2019 Professional Adviser awards, in addition to its Midlands & East Anglia regional category and the Best Adviser Website gong too - is spear-headed by CEO Peter Montague, whose passion for racing cars has taught him the importance of treating valuable items with care. Montague established the business just five year...

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