Dominic Montague

AFPS

I care about the advice I provide and will seek to establish your financial priorities and goals, then help you to achieve these in your required timescale.

E-Briefing Service

Location : Surrey

01959 505424

07900 672861

About

In these days of too much to do and not enough time to do it, the importance of taking a little time to review your financial situation is one of the most frequently deferred chores.

As a Partner of the prestigious St. James's Place, I provide a bespoke financial planning service in the certain knowledge that no two sets of client circumstances and objectives are the same and therefore the solutions will be different too.

I am able to offer a complete service to clients in all aspects of financial planning. I provide a personal service with advice based around the four cornerstones of financial planning. My aim is to help you identify your financial priorities and objectives then develop the most suitable strategy to achieve these goals which would then be reviewed regularly.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.

Financial-Planner-(CII)-Chartered-Gold.svg

Promotions

Item 1 of 2

Advice and services

We offer an excellent wealth management service which will help you achieve your goals

We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

Find out more

We can’t predict what’s round the corner, but we can be more prepared, should the unexpected happen. Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.

Find out more

We all want to make sure we’ve got enough money to enjoy a long, comfortable retirement. A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.

Find out more

Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.

Find out more

Building a successful business is something to be proud of, and to protect. We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.

Find out more

We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.

Find out more

Using your money to support other members of your family is personally rewarding – and a very practical way to show your love. We specialise in Intergenerational Wealth Management.

Find out more

Use these calculators to help you determine more about your current or future financial position.

More about St. James's Place

A number of carefully selected external managers of outstanding ability manage our client funds.

The Charitable Foundation is the charitable arm of the St. James's Place Group.

It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 19/12/2024

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.