Paul Montague

Partner

Paul entered the financial services sector in 1987, gaining experience with the Royal Bank of Scotland (RBS) and Frizzell/Liverpool Victoria (LV=) before moving to Tenerife in 2003 to take over the Blevins Franks Canary Islands office. After 17 years there, Paul relocated to the mainland with his family in January 2021 to join our team in Southern Spain. Having built a reputation for impeccable service and strong client relationships, Paul also continues to support his clients in the Canary Isles.

Paul holds the Diploma for Financial Advisers (DipFA) as well as all three parts of the UK Financial Planning Certificate.

Based in our La Cala de Mijas office, Paul has a thorough understanding of the Spanish tax regime, with extensive experience delivering tax-compliant and advantageous solutions to protect clients’ wealth.

Paul is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services Authority. He is a member of the London Institute of Banking and Finance (LIBF).

Office/s: La Cala de Mijas , Marbella, Tenerife

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Blevins Franks Financial Management Limited (BFFM) is authorised and regulated by the Financial Conduct Authority in the UK, reference number 179731, to provide advice in the UK. Blevins Franks Wealth Management Limited (BFWML) is authorised and regulated by the Malta Financial Services Authority, registered number C 92917 to provide advice in Malta and other EU countries in line with its [IDD and MiFID] passporting permissions. It is authorised to conduct investment services under the Investment Services Act and authorised to carry out insurance intermediary activities under the Insurance Distribution Act. Where advice is provided outside of Malta via the Insurance Distribution Directive or the Markets in Financial Instruments Directive II, the applicable regulatory system differs in some respects from that of Malta. BFWML also provides taxation advice; its tax advisers are fully qualified tax specialists. Blevins Franks Trustees Limited (BFTL) is authorised and regulated by the Malta Financial Services Authority for the administration of trusts, retirement schemes and companies. Blevins Franks France SASU (BFF), is registered with ORIAS, registered number 07 027 475 to provide advice in France and other EU countries in line with its [IDD] passporting permissions, and authorised as ‘Conseil en Investissements Financiers’ and ‘Courtiers d’Assurance’ (register can be consulted on www.orias.fr). Member of ANACOFI-CIF. BFF’s registered office: 1 rue Pablo Neruda, 33140 Villenave d’Ornon – RCS BX 498 800 465 APE 6622Z. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier and L512-6 and 512-7 du Code des Assurances (assureur MMA). BFFM, BFWML, BFF and BFTL are all part of the Blevins Franks Group Limited (BFGL) whose registered office is Gasan Centre, Triq il-Merghat, Zone 1, Central Business District, Mriehel CBD1020, Malta. This promotion has been approved and issued by BFWML, BFF and BFFM for respective use in the EU and UK.

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