Our Expert Team
All of our QROPS Financial Advisers are registered with the Financial Services Authority and authorised to carry out "customer functions". They have vast experience of UK pensions, Qualifying Recognised Overseas Pension Schemes (QROPS) and Qualifying Non-UK Pension Schemes (QNUPS).
 | Geraint Davies. Managing Director of Montfort International and offshore QROPS, became a Financial Advisor in 1982 and in 1995 formed Montfort International Plc to provide specialist advice to migrants. He holds a BSc (Hons) in Business Management and the Diploma of the Australian Insurance Institute. He has been at the forefront of QROPS advice and QROPS strategies. |
 | Mark Jones. Mark Jones has over 20 years experience in the financial services industry. He is a Chartered Insurance Practitioner and an Associate of the Chartered Insurance Institute. Mark is our pension technical, final salary and QROPS technical specialist. |
 | Andrew Hains. Has 10 years experience in the financial services industry. He holds a BA (Hons) in Business Administration from Kingston University Business School, the Chartered Insurance Institute's Certificate in Financial Planning, the Pensions Management Institute’s Retirement Provision Certificate and an HND in Business & Finance also from Kingston University Business School. He has been involved with QROPS since their start. |
 | Jeff Bowman. An Australian Chartered Accountant with over 25 years of tax experience, has been UK based since 1987. He has worked in large and mid-tier accounting firms and brings his clients considerable expertise on the interaction of the UK and overseas tax systems as they impact on all types of taxpayer. |
 | Paul Lawson-Tyers. Holds the Chartered Insurance Institute’s Certificate in Financial Planning and has 15 years experience in the financial services and pensions industry. He specialises in Personal Pensions, SIPPs, SSASs and QROPS. |
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