About us
We have a deep passion for property investment, and we decided to join forces to create a panel of property finance experts. Wealthmont's ambition is to help savvy individuals create generational wealth through property. With extensive, well-established industry partnerships and a dedicated team, we act as trusted property finance advisers to turn your financial goals into reality. We enjoy helping with complex scenarios, as that's where our creativity, resourcefulness and connections typically shine. Put us to the test, and you won't regret it.
Michael Donnelly & Morgan Penot
Michael Donnelly
With over 25 years as a mortgage broker (CeMAP-certified) and property consultancy, Michael Donnelly brings a wealth of expertise and industry relationships to our team. He's a well-known figure in the market and he leads our brokering operations. His distinguished career includes complex case resolutions, high-net-worth client solutions, and multi-million pound global finance deals.
Morgan Penot
Morgan is a seasoned property entrepreneur, having created and leading multiple propertuy-related business. He has also a financial management background inherited from a successful "Big 4" management consulting career, Morgan leads our business operations. His creative thinking, ability to get things done for our clients and organisational skills are key in achieving optimal results for our clients.
Our Principles
Our guiding principles are at the heart of everything we do. They shape our approach to serving clients and ensure that every interaction is aligned with our commitment to excellence:
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Client-Centric Approach
We place your needs and goals at the forefront of our service.
Transparency and Honesty
We are open and honest in all our dealings, ensuring clear communication
Commitment to Excellence
We achieve exceptional results by upholding the highest standards in our work.
Our Process
Navigating the journey from initial consultation to securing finance is straightforward with us.
Here’s how we guide you through:
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01
Initial Consultation
We discuss your needs, goals, and preferences to understand your financial landscape.
02
Tailored Solution Development
Our team crafts a bespoke financial strategy tailored to your specific requirements.
03
Implementation
We handle the details, working with top-tier banks, private lenders, and partners to secure the best terms for you.
04
Ongoing Support
We provide continuous support throughout the process, ensuring all your needs are met efficiently.