About Us
Our Client Service Commitment
Over the years Montpelier have worked with our clients to bring a principled level of client service.
Communication: As a client of Montpelier you will receive an investment update every three months from an experienced financial adviser, consistent ongoing advice and updates on the latest developments in the offshore arena.
Montpelier client service commitment: Montpelier provide clients with regular commentaries on the markets, tax planning, property investment and nationality specific issues such as the effects of budgets.
Interactive website: Montpelier have their own website This unique feature provides clients and expatriates alike with a powerful information resource. With online portfolio viewers for clients, you can access your account performance anywhere in the world at your convenience.
The Montpelier range of services: Montpelier offer professional advice regarding all expatriate & international investor financial matters and guidance on what to expect when & where you decide to repatriate. Providing clients with the whole financial solution is the Montpelier trademark.
Montpelier advisers: Under the strict licensing laws in Malaysia, all of the Montpelier advisers are FPC qualified (the UK standard). Montpelier train all their advisers on a regular basis on the latest industry developments and nationality specific tax laws.
Global Network: Montpelier arrange worldwide client visiting programs. With offices throughout the globe, Montpelier are perfectly placed to meet all your timely financial requirements.
Seminars: As part of our on-going commitment to clients, Montpelier hold regular seminars at prestigious locations covering various topics. Please click here to register for our current seminars.
