Get more life out of life

Independent Financial Planners since 1996

St.Ives Harbour, Cornwall

 

Get more life out of life

Independent Financial Planners since 1996

Ligurian Riviera, Italy

 

Get more life out of life

Independent Financial Planners since 1996

Clifton Suspension Bridge, Bristol

Welcome to Montgomery Charles

We believe that thinking differently can open up a world of possibilities. We make this happen by helping people to understand what they really want from life. Then, with our help, you’ll realise your dreams and secure peace of mind for you and your family.

Speak To An Adviser

A personal service

With Montgomery Charles, you’ll never speak to a computer. You’ll know us, and we’ll know you. Our team will take the legwork out of filling out forms, and implementing things you know you should do but haven’t yet done. You tell us what you want, and we’ll make it happen with the least amount of hassle for you. Then, we’ll look after it, we’ll monitor it and we’ll manage it.

Latest updates

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Client ZoneNews
March 11, 2024

Is cash king? Exploring the best ways to invest your money

Cash is back, or so it seems – with interest rates as high as 5 or even 6%. As a result, many are investing their ISA allowance this year into a cash ISA. But is this really the right course of action?

Client ZoneNews
March 7, 2024

Your Guide to the Spring Budget 2024

The Chancellor of the Exchequer, Jeremy Hunt, has unveiled his 2024 Spring Budget. Explore the headlines and find out what it means for you with our easy-to-digest guide.

News
March 6, 2024

Have you got a pensions black hole?

Many of our newest clients have significantly lower NHS pension forecasts than the generation before them. What does that mean for their retirement planning, asks Chartered Financial Planner James Whittington.

Client ZoneNews
February 28, 2024

Huge changes to the Lifetime Allowance and Annual Allowance – and what this means for you

Think your pension will look after itself? Think again. if you have taken an NHS pension out in the last few years, immediate action could be required, writes James Whittington.

Latest updates

sign up to emails from us
Client ZoneNews
March 11, 2024

Is cash king? Exploring the best ways to invest your money

Cash is back, or so it seems – with interest rates as high as 5 or even 6%. As a result, many are investing their ISA allowance this year into a cash ISA. But is this really the right course of action?

Client ZoneNews
March 7, 2024

Your Guide to the Spring Budget 2024

The Chancellor of the Exchequer, Jeremy Hunt, has unveiled his 2024 Spring Budget. Explore the headlines and find out what it means for you with our easy-to-digest guide.

We focus on long-term relationships with our clients, integrating all aspects of your finances – whether business or personal – to ensure we always give you relevant and timely advice.

Business Owners

As advisers to many successful business owners, our team has the wealth of experience you need to construct, and implement, a robust financial plan for your company.

Principal Dentists

Our financial advisers specialise in financial planning for Principal Dentists. Their expertise in the NHS pension puts you in safe hands.

Private Clients

Our advisers can help you reduce your tax liability, protect and grow your wealth, plan a meaningful inheritance, and secure a solid financial plan for the future.

We focus on long-term relationships with our clients, integrating all aspects of your finances – whether business or personal – to ensure we always give you relevant and timely advice.

Business Owners

As advisers to many successful business owners, our team has the wealth of experience you need to construct, and implement, a robust financial plan for your company.

Principal Dentists

Our financial advisers specialise in financial planning for Principal Dentists. Their expertise in the NHS pension puts you in safe hands.

Private Clients

Our advisers can help you reduce your tax liability, protect and grow your wealth, plan a meaningful inheritance, and secure a solid financial plan for the future.

I’m so pleased we met you. You have literally transformed our lives, encouraging us to stretch when we should and to consolidate when we shouldn’t. Thank you.

Senior Medical Consultant – North Wales

I had decided to re-focus my dental practice to depend less on NHS contracts and build up a more independent arrangement. I had multiple thoughts, ideas and concerns flying around in my head like so many butterflies. Mike, however, brought a different perspective and a professionalism to bear on the problem and within a week, after some serious information gathering, he helped me towards a solution.

Dental Practice in Swansea

You can take comfort in the knowledge that whilst you run your business, we will look after your financial future.

Jurassic Coast, Dorset

Take the first step towards a brighter financial future

We know that seeking financial advice can be a big step. An Initial Consultation is a brief, informal conversation where we’ll introduce ourselves, and talk about you and your future. There’s no charge, and there are no obligations.

Speak To An Adviser