Our Services
Portfolio Managment
Our Portfolio Team is dedicated to managing our clients’ assets, ensuring that their portfolios are always in-line with their attitude to risk, benchmark and time-scale
Retirement Planning
We believe that people shouldn’t have to work all their lives and then not live the retirement they dreamed of.
Education Planning
We help our clients set up savings plans that help to secure their children's future.
Insurance
Because there is no way of knowing what will happen in the future, it is important to have plans in place should the worst happen
Offshore Investing
We specialise in helping expatriates realise the benefits they have of being ‘Offshore’ by utilising a wide range of ‘Offshore Investments’ around the world.
About us
Wealth Management at your fingertips
Montpelier is a global leader in wealth management with over 20 years of experience. We offer personalized and individualized services to help you reach your financial goals.
Personalized Services We keep in touch with our clients on a regular basis, keeping them updated on market trends and ensuring their investments grow steadily. Our global presence helps our clients access the best products, services and advice. Expertise at your service Montpelier's team of experienced analysts understand how to generate the best returns for their clients. All of our experts are committed to maintaining the highest level of professionalism, integrity, and service excellence. What makes Montpelier different? With Montpelier OFS' personalized service, tailored investment plans and management expertise, you will be able to create an investment plan that is right for you.Testomonials
OFS is a company that I have a lot of faith in. As parents, it's our responsibility to make sure that we're planning for our children's future and OFS helps us do just that.
I am so happy that I invested my money with OFS. They have helped me grow my portfolio and I've been very happy with their performance so far.
After working with Montpelier OFS, I now feel confident in my future retirement, they showed me the value of saving early in order to secure my future financial goals.
