As financial advisers we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advise on are listed below. Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you and agree the course of action you want to take.
Services
Roger is the Managing Partner of Devereaux Montague LLP and has worked in financial services since 1989. His initial career was in accountancy for NPI, a life assurance company before spending 2 years at Saudi International Bank in the City. Concentrating on high net worth individuals he delivers impartial advice on all aspects of a client's finances.
Reviews (3)
Melissa Hinde
Apr 23, 2021
Alex has been extremely supportive from enquiry through to mortgage offer. His responses to my queries were always very fast and thorough. As a single buyer trying navigate shared ownership purchasing, I always felt I was being provided with sensible and appropriate advice. I shall certainly be recommending Devereux Montague to friends and family
Jackie Nisbet
Dec 15, 2020
This is the second time Alex has sorted out mortgage for us. He keeps tabs on when your deal is coming to an end and sends comprehensive details of best rate swaps available. As it happened we stayed with the same lender, got a better rate and the best part it was literally 3 clicks because Alex had done everything else for us! Would highly recommend, professional, knowledgeable and very personable. In fact we have used Devereaux Montague for other services and they always do a good job for us. Great Company.
Caroline Robinson
Oct 24, 2020
