Get more life out of life

Independent Financial Planners since 1996

St.Ives Harbour, Cornwall


Get more life out of life

Independent Financial Planners since 1996

Ligurian Riviera, Italy


Get more life out of life

Independent Financial Planners since 1996

Clifton Suspension Bridge, Bristol

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.

December 22, 2021 in Client Zone, News

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…

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October 29, 2021 in Client Zone, News

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….

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March 5, 2021 in Client Zone, News

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…

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June 10, 2020 in Client Zone, News

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…

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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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