Montagu Asset Management

[T S Magnum]

Does anyone have experience with them?

http://www.montaguassetmanagement.com/

Met two gents for an introduction to their services this afternoon. They provide what I'm after (offshore pension and investments, small enough for personal touch, UK office) but I have no independent advice to go on.

I admit to being a novice at all this. Can anyone suggest the best 'tester' questions to ask an asset management firm? Who are the most established / best regarded offshore asset managers for expats?

Thanks

[T S Magnum]

I am in Baku. Non UK resident for tax purposes. They state they are FSA regulated etc. and will back this up.

The typos on the website are rather poor I agree. Seem out of character from the gents I met.

[T S Magnum]

Apologies, I meant FCA earlier. I have searched the FCA register and a record for them isn't jumping out. Hmmm.

They are preparing material so let's see what that shows-up.

Thanks for the advise so far.

[T S Magnum]

2 sMoKiN bArReLs said:

"Financial Planings"

...is that what they shave off the top?


Presume English is their second language though to be fair?

The gents I met were Brits

[T S Magnum]

Cheers Beano, their own names don't come up either.

[T S Magnum]

The have recommended a portfolio bond called Pims by a company called RL360:

http://www.rl360.com/row/products/pims/pims.htm

RL360 aren't in the FCA register either

[T S Magnum]

That's a fair point Beano. Although there are other IoM providers that are also FCA approved, e.g. Old Mutual. Any thoughts on them please?