Montfort
Damon George is an experienced administration professional with a proven track record in the financial services sector. Currently serving as Administration Manager at Montfort since December 2021, Damon previously held roles including Senior Administrator at Johnson Wealth Solutions and Paraplanning Team Leader/Senior Administrator at Succession Wealth, where Damon excelled in creating client suitability reports and conducting product research to deliver compliant solutions for high-net-worth clients. At Sigma Wealth Strategies Ltd, Damon was responsible for a range of administrative tasks and client communications, while at Fish Financial Ltd, Damon managed new business proposals and significantly improved turnaround times through effective relationship-building with product providers. Damon began a career as Client Account Manager at MTW Financial Management Ltd, where responsibilities included administrative support and the development of promotional materials. Educational background includes studies at Strodes College and The Meads County Secondary School.
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Montfort
Montfort is a leading IFA firm specialising in global financial planning. Established in 1995, the firm pioneered cross-border solutions across pension planning, personal finance, investments and associated tax efficiency. Today Montfort stands proud as one of the first UK providers of independent financial planning to specialise in the technicalities of financial advice as individuals move around the world or return home to the UK. Montfort continues to handle millions of pounds of investments for its UK and global network of clients to ensure the management and transfer of their wealth with the utmost efficiency, ethics and care. Montfort’s combined years of experience ensures its team of advisers and paraplanners provide an unrivalled level of service and technical advice to its clients and affiliated independent financial advisory firms. Montfort understands the complexities of tax regulation in the UK and overseas above anyone else. With a specialist knowledge of QROPS and ROPS, Montfort's founder and managing director, Geraint Davies, notably worked with HMRC to pioneer and develop such structures for the migration of pensions. Montfort's knowledge is far reaching to provide specialist knowledge on all countries and jurisdictions; notably Australia, the United States, Canada, New Zealand. Further expertise lies in global estate planning, pension planning advice, international life assurance, critical illness and income protection. Montfort is authorised and regulated by the Financial Conduct Authority (FCA).