Mike Duddridge DipFA MIFS

 mg 0934 montgomery 131204

Mike is highly regarded by his clients for his expertise and dedication. His experience and skill mean he can help both employed and retired professionals to improve their financial options.

Based at our Surrey office in Farnham, Mike’s outstanding reputation in the industry has been built up over 25 years. He predominantly works with high-net-worth clients, providing them with personalised investment strategies and retirement planning advice, as well as dealing with inheritance tax issues and mitigation work.

Mike is adept at building close and lasting relationships with clients. Being asked to manage every aspect of their finances is a position of extraordinary trust he values greatly.

From the clients’ perspective, they appreciate Mike’s ability to put them at ease and help them understand some of the more complex financial issues, ensuring they make both informed and intelligent investment decisions that can significantly improve their lifestyle.

Very few advisers in the UK have the level of in depth knowledge and all round experience in the financial services market as Mike. But this high level of expertise doesn’t just happen, Mike regularly attends lectures, conferences, and workshops to ensure he stays totally up to date with current legislation and rule changes that may affect his clients either now or in the future. 

Qualifications and Memberships

Mike is a Financial Planner with the following industry qualifications;

  • Diploma in Financial Planning
  • Member of the Institute of Financial Planning
  • Financial Planning Certificate 1, 2, and 3
Montgomery Charles
Financial Management Ltd
8 Wicker Hill
Wilts BA14 8JU
Tel:      01225 777999
Mobile: 07979 125339

Email: mikeduddridge@montgomerycharles.co.uk

Web: www.montgomerycharles.co.uk