Services
Audit & Assurance
External, internal and joint venture audit services
Business Advisory
Management accounts, strategic planning, profit improvement.
Corporate Finance
M&A advisory, selling a business, fundraising, valuations, due diligence
Hotel Accounting
Accounting function, automation, daily reconciliations and dashboards, accounts payable
International Services
Clarity and control for businesses and individuals expanding overseas
Tax
Corporate tax, customs duty, VAT, R&D, tax investigations, international tax
Office of the CFO
Your finance function, optimised for clarity, control and growth.
Payroll & Employment
Payroll, global mobility, employee benefits, employment taxes
People
Full-service people consultancy - human resources, learning and development
Private Clients & High Net Worth Individuals
Tax planning & compliance, tax residence and domicile, trust planning
Restructuring & Recovery
Business rescue, liquidations, administrations, insolvency, debt recovery
Sustainable Business & ESG
Baseline assessments, materiality assessments, carbon footprint and sustainability reporting
More from AAB
AAB WEALTH
Financial planning, cash flow modelling, retirement planning
Sectors
Professional Services
Professional services, medical, recruitment and media
Construction & Real Estate
Property developers, construction companies, housebuilders, landlords
Energy & Infrastructure
Renewables, clean energy, energy producers, energy transition, exploration and production
Family Business
Specialist support for businesses owned/managed by families
Food & Drink
Food & drink producers, processors, importers, wholesalers and retailers
Health & Social Care
Tailored support for health & social care organisations
Hospitality & Leisure
Fashion, entertainment, activity centres, hoteliers
Industrial & Manufacturing
Engineering, manufacturing, aerospace, automotive, shipping, distribution
Not For Profit & Education
Charities, social housing, higher and further education institutions
Public Sector
Government, non-departmental public bodies, health boards, ALEOS
Technology, Media & Telecoms
Tech start-ups, media agencies, software developers and telecoms providers
Private Equity
Specialist private equity accounting services for investors and portfolio companies
About
AABout Us
Our story
Our Team
Meet the specialists
Careers
Join the AAB team
Diversity & Inclusion
Building a business where everyone feels they belong
Growing Sustainably - ESG
ESG – Our commitment to building a sustainable business
News
Latest news from across AAB Group
AABIE
AAB charitable initiative
AAB announce deal with Kreston Reeves creating a £200m+ group
Insights
Blogs
Stay informed with cutting-edge news for business growth. Our experts offer industry insights and invaluable advice on accountancy and business strategies.
Case studies
Explore insightful case studies tailored to specific industries, offering invaluable lessons and strategies for success.
Webinars & Events
Engage with dynamic webinars and events tailored to your interests, offering valuable insights and networking opportunities.
Why Family Business Succession Fails (and how to fix it)
AAB / About / Our Team / Private Client / Jack Montague
Paraplanner
+44 20 7362 4234
Professionals. Retirees. Business owners.
Private wealth management. Retirement planning. Paraplanning support.
“I love solving complex problems and take real satisfaction in simplifying a clients’ financial affairs - turning complexity into clarity.”
Jack Montague is a paraplanner with over 3 years of experience in the financial services industry, having worked across a wide range of cases, including many with a high level of complexity. He began his career in pension administration, where he developed a strong technical foundation and established pensions as his key area of expertise.
Alongside his professional experience, the London-based professional has consistently demonstrated a commitment to development, completing the CII Level 4 Diploma in his own time to support his career transition after changing direction in 2022. Making this shift in his late twenties, whilst managing a mortgage and other financial responsibilities, required significant resilience and determination, which he drew upon to successfully progress into his new career.
“I have experience supporting clients from all walks of life – delivering detailed technical analysis and offering high-quality, tailored advice that is clear, robust and aligned to all their needs.”
“I’m a people person at heart, and I believe in creating an environment where no question is ever ‘stupid’ – it’s just an opportunity to understand things better and build confidence.”
“I once supported a bereaved client who had experienced poor service from her investment provider at a very difficult time. Despite extended delays from her previous firm, I made it my priority to step in and ensure the necessary work was completed promptly and efficiently. Providing clarity, responsiveness, and reassurance when it mattered most. I was pleased to receive very positive feedback from the client.”
“I have been fortunate to receive feedback from clients who’ve praised me for completing tasks quickly and efficiently, while also appreciating the way I keep them clearly informed at every stage of the process.”
“Everything doesn’t have to be formal; often, the most productive conversations and the best advice come from creating a more relaxed, informal environment where people feel comfortable speaking openly.”
“I take pride in being a strong team player who genuinely enjoys supporting others, and I’m highly motivated to consistently deliver the very best of my ability in everything I do.”
“I work closely with clients to understand exactly how much capital they need for retirement, helping them stay on track with clear, concise communication and disciplined planning between adviser and client.”
CONTACT US