About Us

Based in Twickenham, Montagu is an independently owned company committed to the delivery of approachable, professional and informed advice to a select number of corporate and private clients. We adopt a team based approach to looking after our clients, as we believe that combining knowledge and experience will deliver the very best outcomes. Clients appreciate the consistency and longevity of our core team, who have all worked together for more than five years.

    • Chris Simpkin - Managing Director and Financial Adviser

      Chris Simpkin

      Chris founded Montagu in 1996 and still leads the business today. He is a pensions specialist, responsible for managing our largest corporate schemes. A keen fisherman, he would most like to invent a fish finder - but one that actually works!

    • Paul Bailey - Financial Planner

      Paul Bailey

      Paul joined us back in the early days and continues to play a key role in our business. A qualified Financial Life Planner, he enjoys helping clients to achieve their life's ambitions. He spends his weekends with his family - trying to keep up with his young son.

    • Andrew Leaper - Financial Planner and Paraplanner

      Andy Leaper

      Andy brings a wealth of experience to the team. He advises our clients, prepares the technical aspects of our report and even manages our compliance. The three people he'd most like to invite to dinner are Marilyn Monroe, Mohhamed Ali and John Lennon.

    • Simon Haynes - Office Manager

      Simon Haynes

      Simon is responsible for keeping the business running smoothly. He supports the team and makes sure we have everything we need (well maybe not everything). The historical figure he most admires is Winston Churchill, for his no nonsense attitude.

    • Gareth Harding - Client Relationship Manager

      Gareth Harding

      Gareth ensures the smooth and efficient implementation of our corporate schemes and financial plans. He also plays a central role in ensuring our clients are well looked after. His three biggest strengths are his focus, dedication and organisational skills.

      • Case Studies

        Case Studies

        Now you've met the team. Why not read our case studies? You'll see how we've helped people just like you to achieve their goals and objectives.
        Find out more