Charles Dewey

Montpelier originates from the United Kingdom and is today an international name with an excellent reputation for providing a whole range of financial services worldwide, from onshore and offshore tax solutions to accountancy services and investment portfolio management for high-net-worth individuals and leading corporations. Montpelier's credentials couldn't be better, with established links with professional providers that include leading accountants, tax specialists, lawyers, banks and financial advisers; and an expertise based on two decades of service to leading professional firms who demand bespoke, cutting-edge results every time. The Montpelier Group has been the brainchild of three like minded men from different professional disciplines that believed in a new and quite unique concept. What has been created is a truly global financial strategy business that has taken the concept of holistic financial planning to new heights. Montpelier embraces all the attributes of a financial planning organization but then goes so much further by bringing together a full range of professional accounting services and a dynamic international tax planning and trust business. The Montpelier Group has truly taken the concept of cradle to grave support beyond any other organization.

Curtis Banks Group Plc engages in the administration of pension products. Its services include setting up self-invested personal pension, accepting contributions and transfers of permissible clients' SIPPs, carrying out banking transactions, making investments on behalf of SIPPs, and processing of benefit payments. The company was founded by Christopher Charles Banks, Rupert Morris Curtis, and Paul James Tarran in 2009 and is headquartered in Bristol, the United Kingdom.