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Advisers > Dan Montagu

Dan Montagu

Wealth Management Consultant, DipPFS

Dan started work with St. James's Place Wealth Management in mid-2016, leaving Nottingham Rugby to pursue a career outside of professional sport. Born in Australia, he came to the UK in 2003, playing 13 years of professional rugby.

His key role as a Financial Adviser is to gain an understanding of a person’s current situation along with their future goals and objectives – before formulating a plan to help them to achieve these. Dan is focused on educating his clients, in a clear and jargon-free way, to allow them to make smarter financial decisions, culminating in them achieving their financial goals and future financial security.

Dan has a passion for meeting people and is committed to ensuring that they receive the best possible advice and support.

About

Dan firmly believes in intergenerational financial planning, and the importance of dealing with all members of the family tree, when helping wealth transfer to the next generation. He works with all individuals, families, businesses, and people across all different sectors, in particular:

Law Partners and Chartered Surveyors – where he can help plan for both medium and long-term goals and help ensure that any Pension/Investment provisions put in place utilise all available tax reliefs and allowances.

Directors of SMEs – where he can help the company and the individual in Protection Planning, Investment, and Retirement provisions. This planning allows for the most tax-efficient profit extraction for the individual and company.

Professional sports people – as he understands from personal experience that the transition out of sport can be difficult, but with the right planning and strategies the financial pressures can be minimised.

Outside of work, Dan enjoys countryside walks with his wife Hollie, and their dog Simba.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Testimonials for Dan

Working with Dan has been a great experience. He explains things clearly, gives clear investment advice and is always available for a call or meeting when required. More importantly, Dan is proactive and comes to me with suggestions for changes to my investment portfolio to maximum its potential. This has been very well received, especially during the last 12 months where I have actually seen a good return on my investment, despite the cataclysmic economic events. I wouldn’t hesitate to recommend Dan (and indeed have already done so with some of my fellow partners).

Ash Woodcock, Solicitor, Nottingham

Testimonials for Dan

After many years of watching my pension reduce greatly in value, it was clear that by the time my wife and I retired, we would be in dire straits. If it were not for finding Dan Montagu of St. James's Place. Dan was very good at reducing our current fears and made us feel comfortable over time before even starting to work on our affairs. We find Dan a very honest gentleman, with a hands-on personal touch and the patience of a saint. It is so relieving to see what little we had, now doing better instead of dwindling. Thank you, Dan Montagu, for your invaluable and honest advice. We would wholeheartedly recommend you to any of our family and friends for your invaluable advice.

Douglas & Sally Munroe, Leicester

Testimonials for Dan

After getting divorced and becoming a single parent, I worried about how I would manage financially. Dan has given me sound, professional, and tailored advice, and this was especially helpful when pensions began to be impacted by the pandemic. His expertise and knowledge mean I feel much more confident about my financial future now and in planning my retirement. I would not hesitate to recommend Dan and SJP as a whole.

Laura Ross, Leicestershire

Testimonials for Dan

Dan gives clear, timely advice and explains everything in a way that enables you to understand what you need to do in order to make the necessary decisions. He is always extremely responsive and proactive in suggested planning strategies.

Mark Pipkin, Solicitor, Nottingham

Testimonials for Dan

Transitioning from a professional rugby player into the ‘real world’ was a daunting task for me. Unfortunately, over my career, I was not able to create much savings and at 29 years old I was entering an entry-level office job. I have never really taken any financial advice until I spoke with Dan Montagu at St. James's Place, who guided me through the process of how I could be smarter with my money. Over the last 3 years, he has helped me create a portfolio of investments, which even through Brexit and a Pandemic, have done really well for me.

Oliver Evans, London

Testimonials for Dan

Dan has worked with my wife and me to maximise our investment opportunities for a number of years. He has made the process of consolidating our investments beyond easy, with sound and professional advice, but also with a friendly and open approach. Working with Dan has provided us with a successful portfolio, a feeling of comfort, and also a friend.

Richard Bailey, Chartered Surveyor, Nottingham

Testimonials for Dan

Dan is the best Adviser I have worked with. He is patient and calm in approach and takes time to explain all the details of my investments and pension. I am not the easiest client and need a lot of hand holding, but nothing is too much trouble for Dan. He is a real expert and I always feel as though my money is in safe hands. I feel I get great value for money working with Dan; the benefits far out strip the fees.

Selina Hinchliffe, Solicitor, Nottingham

Testimonials for Dan

I have been with St. James's Place since 2019, Dan Montagu came to my house and everything was explained in full detail, nothing was ever forced, just advice given. His knowledge and manner were second to none. I now feel I have a confidante and do not have to concern myself regarding my finances, especially my pension. In just over 3 years, I have been with St. James's Place, my pension pot has grown considerably due to them having the expertise in investing in the right way. I do understand that investments can go either way. It gives me great confidence that my pension is in very safe hands and I would not hesitate in highly recommending Dan and St. James's Place to anyone that needs advice on their finances and pensions.

Sonia Conner, Northamptonshire

Testimonials for Dan

Prospera Wealth Management have satisfied all my needs at a time when I thought I was going to lose everything. They helped me through the process of transferring my funds and are investing it carefully so that I can have a comfortable and affordable retirement.

John Guest,

Testimonials for Dan

Dan has helped me and Janet a lot and I value the personal relationship. I trust his advice and have referred him to my family and others.

Stephen Gillott,

Testimonials for Dan

Dan is very knowledgeable, and I trust him. He is very approachable, polite and considerate of my needs.

Paul Fennah,

Testimonials for Dan

Dan has helped shape our financial future with sound and consistent advice. Dan is always personable and approachable, and continues to be enthusiastic and committed to helping us plan for retirement.

Private Client,

Testimonials for Dan

I have worked with Dan for a number of years. Dan has provided excellent advice; he understands my priorities, keeps these under review and is proactive in making suggestions about managing my portfolio in the most efficient and effective manner possible. Dan is also very personable, responsive, and easy to deal with. I would have no hesitation in recommending Dan.

Private Client, Solicitor, Leeds

Testimonials for Dan

My wife and I have been with St. James's Place since 2018. Their representative, Dan Montague, is professional and provides a high level of service which has resulted in the growth of our portfolio. The key for us was the ability of the Adviser to be approachable and happy to answer questions which they and he have certainly delivered upon. As a result of this approachability, I have recently recommended and referred Dan to other members of the family.

Private Client,

Testimonials for Dan

Just a few words regarding St. James's Place, it’s an excellent company to be dealing with and I’m happy with how they are looking after my finances. Regarding Dan Montagu, I receive great communication and I’m very happy with the way he looks after my finances. His customer service is outstanding. Great guy to communicate with. I feel he’s more of a friend and a Financial Adviser. I would highly recommend him to anyone needing financial advice.

Private Client, Birmingham