Our Purpose

Montgomery Charles … A fresh approach to financial planning

Montgomery Charles, established in 1996, provides high-calibre, independent financial advice and comprehensive financial planning services to individuals, families and businesses.

We focus on long term relationships with our clients, integrating all aspects of your finances – whether business or personal. This approach enables us to give you relevant and timely advice about money.

We will always have your best interests at heart. In many circumstances we will suggest you pay a fee for our advice, safe in the knowledge we will not try to sell you something to cover our costs. We are on your side and will help you make the most of the wealth you have or are creating.

In short, we think you’ll find our approach is refreshing, simple and helpful.