Established in 2018, Montrose Advisory was created to provide a discreet and personalised health and wellness concierge service to families, individuals, and the time strapped. Our service has been designed to navigate you sensitively and quickly through times of change. Sought by many high-profile individuals and families, Montrose Advisory’s expert team will quickly understand your situation and create a personalised solution to meet your specific health concerns and needs.
We are an independent firm, aiming to meet the increasing demand for personalised healthcare by providing our clients with options to suit them, wherever you are in the world.
We extend our services to advisors who are working directly with HNW/UHNW families and individuals where they require support in creating a robust solution for their client.
Our forte is providing rapid solutions for our client, ensuring the exact needs of each individual is met in a timely and professional manner. We are adept at reading situations and will always apply the right level of sensitivity and compassion whilst appropriately matching you with the right clinician, coach or consultant, first time.
Montrose are also a leading light in managing more complex behavioural health needs and will navigate a family through the most challenging situation with dignity and grace. We offer discreet consultation and case management service to provide a robust pathway and sensitively manage the process all the way through to completion.
OUR MISSION & PROMISE
To provide a responsive and personalised health and wellness concierge service that will connect our clients to the right expert or solution first time, every time.
Your will always be treated with respect and always be in communication with a trained professional, you will never be answered by a call centre or outsourced telephone answering service. Our service is designed to provide you with a professional and personalised experience.
If you are unhappy with the level of service we provide, we will always welcome your feedback and find the right solution.
OUR SERVICE VALUES
When you have a health concern you want a quick response, and that’s where Montrose Advisory can help. We operate an ‘always on’ service that offers a personalised and compassionate service at your time of need. We have vast experience of working with individuals and families that require a particular level of privacy and discretion.
WHAT PEOPLE SAY
"I approached Jonathan to assist with some trust beneficiaries who needed help with addictions. I found him responsive and dedicated throughout the matter and we achieved an excellent outcome. Perhaps above all, Jonathan genuinely cares about those he is helping and is truly passionate about what he does. I wouldn’t hesitate to recommend him."
Partner - Head of Private Client – Brabners (Manchester)