Welcome to Mongomery 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 we inspire positive change.
A personal service
A personal service where you will never speak to a computer. You’ll know us, and we’ll know you. Taking the leg work 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 and then we’ll look after it, we’ll monitor it and we’ll manage it.
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 youSenior Medical Consultant – North Wales
I had decided to re-focus my dental practice to depend less on NHS contracts and move on to build up a more independent arrangement. I had so many 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
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.
Successful Dentists Think Ahead and Plan
BDJ Article: Successful Dentists Think Ahead and Plan By Tim Collyer, Chartered Financial Planner at Montgomery Charles Published in the British Dental Journal (BDJ) and BDJ Market Place in the…Read More
Autumn Budget Statement 2021
Autumn Budget Statement 2021 Friday 29th October 2021 The Chancellor of the Exchequer, Rishi Sunak, delivered his Autumn Budget and Spending Review 2021(SR21) to Parliament on Wednesday 27 October 2021….Read More
Spring Budget 2021
CEO Mike Marigold’s commentary on the Spring Budget 2021 Friday 5th March 2021 I am delighted to enclose our budget summary following Rishi Sunak’s announcements on Wednesday 3rd March. In…Read More