Alistair is a Fellow of the Personal Finance Society (FPFS) with over 22 years of experience in the City of London. He specializes in tax-efficient investment strategies, including Gilts, Trusts, and legacy planning. Currently, he advises families on intergenerational wealth transfer and pension drawdown strategies.
Alistair Montgomery began his career at a top-tier investment bank in Canary Wharf before establishing his own boutique consultancy focused on holistic wealth preservation. He holds the prestigious Chartered Financial Planner status from the Chartered Insurance Institute (CII) and is a Fellow of the Personal Finance Society, the highest qualification in the industry. His expertise lies in constructing resilient portfolios that balance high-yield equities with the stability of UK Government Gilts and Treasury bills. Alistair has spent the last decade mastering the intricacies of Inheritance Tax (IHT) mitigation, helping clients utilize Business Relief and perfectly timed gifting strategies to protect family assets. He is a vocal advocate for financial literacy, regularly publishing detailed guides on the nuances of accumulation versus income units for pension funds. His approach combines rigorous technical analysis of fiscal regulations with a deep understanding of family dynamics, ensuring that wills and trusts are structured to prevent disputes. Alistair frequently consults on the impact of changing government legislation on retirement annuities and lifetime allowances. He writes for a sophisticated audience seeking to optimize their tax position while ensuring long-term solvency.