Montgomery Paul Limited is headed by Graham Butler who has been involved in the Financial Services industry since 1972.
Montgomery Paul ensures it gives impartial advice tailored to the needs and circumstances of its clients including but not restricted to, advice on Tax-efficient Investments, Pensions, Commercial and Residential Mortgages, Equity Release, Wills, Estate Planning and Trusts guided by Graham’s 45 years industry experience.
Our advisers are fully trained and qualified in their chosen field of expertise and have the benefit of continual professional development overseen and mentored by Graham personally.
MORE ABOUT GRAHAM:
Graham began his career in the Legal department of The Provident Mutual Life Assurance Association and ultimately specialising in drafting scheme documentation for Final Salary Employee Benefits.
This highly visible position attracted many offers which culminated in being appointed The Regional Pension’s Director for Commercial Union, responsible for 150 Broker Development Managers. Graham became the company's first Compliance Officer following the introduction of The Financial Services Act in 1986.
In 1998, having learned his trade with the large corporates for 26 years Graham took the decision to branch out into his own Financial Services company which quickly developed into one of the South East’s premier independent financial advising companies.
In 2014 Graham transferred his business into a new company Montgomery Paul. A name chosen to honour the memory of each of his maternal grandmothers. Montgomery Paul Limited will be a lasting tribute to two of the most honourable people that shaped his life.
Graham Butler is a member of:
The Chartered Insurance Institute
London Institute of Insurance and Banking
A Fellow of the Royal Society for Arts
A member of the Equity Release Council
An Independent Financial Adviser regulated by The Financial Conduct Authority