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.
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
COVID-19 Coronavirus Guide
Welcome to our COVID-19 Coronavirus guide to Looking after you, your family and business. During this very challenging time, we hope you’re staying safe. The rapidly developing news of the…Read More
Famous Five Save Global Markets
Few investors amongst us won’t have heard of the exploits of the Famous Five, a group of four school friends and their faithful dog Timmy…Read More