Montpellier Asset Management Ltd - Cheltenham

Jessie J.

We have very recently used Montpellier Asset Management to secure a mortgage for our first home. Will was fantastic and was great at communicating with us in regards to possible options we could take. He helped us with our Agreement in Principle to start looking at properties whilst knowing what we could afford and then, moving forward from this, apply for our mortgage. Not having any knowledge of the process can be overly daunting, but no question ever felt ‘silly’ to ask and Will answered very promptly to every one.

Thank you so much for all of your help, Will. You made it a breeze. We will definitely be back when we need to renew!!

Matt & Jess

marty B.

We have been using Montpellier Asset Management for all our families finances for years. From our first meeting we have felt secure in knowledge that we are part of safe, secure family/business friendly organisation. I wanted to put a review on the last couple of weeks as they have been working tirelessly for us on a few different areas. Communication and help have been great with Will providing great advice and going above and beyond to secure our finances. Even when we requested further illustrations it was done without any issues. Also Abby has been great as a mediator between another provider to ensure we were kept in the loop at all times. I highly recommend this company as its focussed totally on you and making you feel that your finances will be safe and in the best place. Always a pleasure doing business with Simon and all his team. Keep up the excellent work. M&S B

Douglas S.

I recently placed my pension and investments in the care of Montpellier and have received the best of service from the outset. I have very much appreciated Richard Turnbull's knowledgeable, evidence-backed advice; prompt and reassuring responses to queries; and all with polite, friendly professionalism.

R &. P. M.

We asked Will to help us out with our mortgage as the last fixed term was coming to an end. His professionalism and understanding were outstanding as listened to what our requirements were and acted accordingly. We were not offered anything we didn’t want and also we’re not pushed into taking a mortgage product we did not require.
We would wholeheartedly recommend Will to anyone and hope to work with him again when this current deal expires.
Thanks again for all your help Will and apologies this review has taken so long to write. All the very best.
Rab & Paula.

Harriet G.

Will was a great help with all the whole process of re mortgaging. Helping me to get the best deal possible with his valuable advice. Cannot recommend enough!

Tom C.

Excellent service and knowledge of the mortgage market provided. Advice given made the whole process very simple.
Highly recommend.

Shaun U.

Simon at Montpellier offered me excellent advice on investing my money and took all the hassle out of sorting out my pension. I would definitely recommend them for investments or pensions.