Montpellier Asset Management LTD
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- 7 Imperial Square, Cheltenham, Gloucestershire, GL50 1QB

Montpellier Asset Management Ltd offers expert, FCA regulated guidance for life investments, pensions, and retirement planning. Located in the heart of Cheltenham, at 7 Imperial Square, they cater to clients across Gloucestershire. Their services focus on holistic financial planning, covering key segments like pensions and investments. Each client is given tailored advice, enabling them to navigate their financial journey with confidence. Whether you're nearing retirement or simply planning for the future, Montpellier's trusted advisors are ready to help. This approachable team is known for assisting individuals across the region, making them a reliable choice for your financial planning needs. FCA registration number: 521333.
Their team includes 6 financial advisers and 2 mortgage brokers. Check FCA registration here.
Montpellier Asset Management LTD are approved by the FCA to give advice on:
Directions to Montpellier Asset Management LTD from the Motorway
- From the M5:
- At Junction 11, take the A40 exit towards Gloucester/Cheltenham.
- When you reach Golden Valley Junction, please take the third exit onto the A40 ramp. This is in the direction of Cheltenham/Gloucestershire Airport.
- Next, take the ramp that leads onto the A40.
- At Arle Court Roundabout, please take the third exit that leads onto Gloucester Road/A40.
- At the subsequent roundabout, take the second exit and remain on Gloucester Road/A40. Continue to follow the A40.
- Afterwards, take a slight left turn onto Lansdown Road.
- At the next roundabout, take the first exit onto Montpellier Walk/A4015. Please continue to follow the A4015.
- Subsequently, make a right turn onto Imperial Square/A46.
- Finally, make a left turn; your destination will be on your left.
List of advisers under Montpellier Asset Management LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.