Our Services
Devereaux Montague asseses each clients individual needs and offers solutions specifically taliored to fulfilling those needs.
We offer a complete end to end range of services which include all of the following:-
- Protection. Here we can cover all aspects of protection from life cover, critical illness, income protection to key man assurance.
- Investments. We deal with everything from ISAs through to alternative investment strategies which an average IFA may not be resourced to research.
- Tax Planning. Help is available to clients to mitigate either Inheritance Tax, Capital Gains Tax or Income Tax.
- Retirement Planning. Our aim is to give you an holistic overview of your total pension provisions to date and how, if applicable, these can be improved.
- Mortgages. We offer a bespoke mortgage service with extensive experience of larger cases.
Your home may be repossessed if you do not keep up repayments on your mortgage.
For details of our fees for mortgage business please see our page "How we are Paid".