You can lean on us

Independent Financial Planners since 1996

 

Get more life out of life

Independent Financial Planners since 1996

 

Get more life out of life

Independent Financial Planners since 1996

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.

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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 you

Senior 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.

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.

Dental Professionals

Our financial advisers specialise in financial planning for 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.

September 12, 2018 in Client Zone, News

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…

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September 11, 2018 in News

Recruiting the perfect fit

We all know it’s important to hire the right person for the job – you’ve heard this before. So how exactly does one do this? Where do you start? How do you know what qualities to look for in a candidate?

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September 11, 2018 in Client Zone, News

Your retirement date – it just keeps going up and up!

I’ve been paying into a pension all my life because I was told it was ‘the right thing to do’ and now they’ve moved the goal posts… again! – Sound familiar?

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September 11, 2018 in Client Zone, News

No Will, No Rights

Death can be a tricky subject to broach, so we’re just going to dive right in here and talk about it, and what happens afterwards (in a strictly non-spiritual sense!)

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

Jurassic Coast, Dorset

We think you’ll find our approach transparent, insightful and refreshing.

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