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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The importance of female representation in wealth management

The importance of female representation in wealth management

'Representation at senior levels helps inspire the next generation of female advisers'

Amy Grace
clock 15 October 2025 • 5 min read
From youth mentor to advice: Mark Singh's journey to financial advice and empowerment

From youth mentor to advice: Mark Singh's journey to financial advice and empowerment

A passion for financial education and youth empowerment

Professional Adviser
clock 15 October 2025 • 3 min read
Autumn Budget 2025: Chancellor reconsidering cash ISA reforms

Autumn Budget 2025: Chancellor reconsidering cash ISA reforms

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 15 October 2025 • 1 min read