About Us
At Monforte Wealth
We have over 30 years experience as financial advisers. This background enables us to offer you a service built on a breadth and depth of knowledge which is beneficial in supporting your individual needs.
As Independent Financial Advisers, we can access products and services from the whole of the available market. This means that we are not restricted in what we offer and our knowledge and holistic advice benefits you.
It is never too early to plan for tomorrow, but what is important is that you have the right information to allow you to make an informed decision.
We Strive To Give Every Client:
Personal care;
Unbiased advice;
Peace of mind;
Knowledge and experience which leads to the right advice;
Plain speaking - No jargon or hidden agendas;
Full disclosure of all facts allowing you to make an informed choice;
Our goal is to ensure that you have no unanswered questions when we plan with you;
We aim to provide our clients with a service which is second to none.
David Venditti
David has worked in Financial Services since 1988 and has worked for various Financial Institutions from his early days with Prudential, ultimately working as a Private Client Manager with BoSIS.
In 2012 he moved back into the world of Independent Financial Advisers and has continued to work in this sector ever since.
During his career, David has specialised in offering solutions to both individual and corporate clients dealing in all matters from protection, pensions, and investments, and has built up a strong relationship with his clients.
Away from work David, has a wife (who works for Monforte Wealth and organises the administrative part of the organisation), a young daughter and two energetic labradors. He still likes to play and watch football and likes nothing better than getting out early and walking his dogs in the New Forest before the day starts.
Why Us
At Monforte Wealth Limited, we understand the importance of planning for a secure future.
We firmly believe that planning for a secure future, be it for yourself, your family, or your business, is one of the most important steps you will ever take. Our financial advice is designed to be sustainable, ensuring our plans will remain effective in the future, despite changes to your circumstances.
We appreciate that your financial situation is unique and therefore if financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of your financial circumstances.
However, unless your plans are acted upon and regularly reviewed, changes in your circumstances or the effects of inflation may erode their value.
We offer you the benefit of a developing a relationship with a single adviser to meet all of your financial needs, whether your priority is to:
Preserve and build capital Gain financial protection against risk for you and your estate
Reduce inheritance tax liability
Plan for your retirement
Plan for your children’s future
Portfolio management
IHT planning - Inheritance Tax Planning is not regulated by the Financial Conduct Authority
Provide financial services to corporate clients
We offer a service which is personalised for you, we do not provide off the shelf solutions. We give a bespoke service of advice and help which supports your needs.