Montpellier Asset Management Ltd - Cheltenham

Address: 7 Imperial Square, Cheltenham GL50 1QB, United Kingdom.
Phone: 1242530999.
Website: montpellierasset.com
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible seating, Toilet, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Montpellier Asset Management Ltd

Montpellier Asset Management Ltd 7 Imperial Square, Cheltenham GL50 1QB, United Kingdom

⏰ Open Hours of Montpellier Asset Management Ltd

  • Monday: 8:30 am–5 pm
  • Tuesday: 8:30 am–5 pm
  • Wednesday: 8:30 am–5 pm
  • Thursday: 8:30 am–5 pm
  • Friday: 8:30 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Montpellier Asset Management Ltd is a prestigious financial firm located at 7 Imperial Square, Cheltenham GL50 1QB, United Kingdom. They provide Financial planning and Investment services. The company is well-known for its exceptional customer service, with wheelchair-accessible car parks, seating areas, and toilets. Appointments are recommended.

The firm has received numerous glowing reviews, such as Mark Willis' efficient, knowledgeable, and tailored service, which made the process stress-free. Another customer praises the company for being approachable and highly professional, stating it's rare to find such qualities in a financial planner. Montpellier Asset Management has a 5/5 average rating on Google My Business, attesting to their dedication to customer satisfaction.

To contact the company, you can call Phone: 1242530999 or visit their Website: montpellierasset.com. They are dedicated to helping their clients achieve their financial goals and providing the best investment services possible.

👍 Reviews of Montpellier Asset Management Ltd

Montpellier Asset Management Ltd - Cheltenham
Roxy W.
5/5

Mark Willis has been super throughout. Clear communication, advice and guidance given. Super fast process aswell and made it extremely easy! Mark definitely took all the stress away! Thank you for everything!

Montpellier Asset Management Ltd - Cheltenham
Matthew T.
5/5

I can highly recommend Mark Willis at Montpellier Asset Management. From start to finish, the service was outstanding - efficient, knowledgable and tailored to my needs. It’s rare to find someone so approachable and yet highly professional. If you are in Gloucestershire and looking for a mortgage broker, look no further.

Montpellier Asset Management Ltd - Cheltenham
Mark G.
5/5

The services we received from Will was outstanding. We had previously had a bad experience with a mortage advisory. Will was amazing put us at ease straight away and helped us through the whole process. Any questions we had he was on hand to help would highly recommend and will be using him again in the future.

Montpellier Asset Management Ltd - Cheltenham
Jessie J.
5/5

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

Montpellier Asset Management Ltd - Cheltenham
L M.
5/5

Mark was exceptional in supporting the mortgage for the purchase of my new house. Thank you for your support!

Montpellier Asset Management Ltd - Cheltenham
marty B.
5/5

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

Montpellier Asset Management Ltd - Cheltenham
Douglas S.
5/5

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.

Montpellier Asset Management Ltd - Cheltenham
R &. P. M.
5/5

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.

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