Get more life out of life

Independent Financial Planners since 1996

Clifton Suspension Bridge, Bristol

 

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

Welcome to Montgomery Charles

We believe that by helping people to understand what they really want from life, we can open up a world of possibilities. With our help, you can realise your dreams and secure peace of mind for you and your family.

Speak To An Adviser

A personal service

With Montgomery Charles, you’ll never speak to a computer. You’ll know us, and we’ll know you. Our team will take the legwork out of filling out forms, and implementing things you know you should do but haven’t yet done. We’ll look after it, we’ll monitor it and we’ll manage it.

Latest updates

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Client ZoneNews
December 4, 2024

Understanding gifts out of surplus income: A guide to reducing Inheritance Tax 

Gifting out of surplus income is an often-overlooked way of reducing your Inheritance Tax obligations – but what does it actually involve?

Client ZoneNews
October 31, 2024

Your guide to the Autumn Budget 2024: How does it impact you?

Chancellor Rachel Reeves has unveiled the first Labour Budget in nearly 15 years, and it’s certainly landed with a bang. Read our analysis in full

school exercise book Client ZoneNews
September 30, 2024

Smart financial planning: How to navigate VAT on school fees

The introduction of VAT on school fees is set to impact many families, but good financial planning can be an essential tool for those looking to mitigate the extra cost.

Latest updates

sign up to emails from us
Client ZoneNews
December 4, 2024

Understanding gifts out of surplus income: A guide to reducing Inheritance Tax 

Gifting out of surplus income is an often-overlooked way of reducing your Inheritance Tax obligations – but what does it actually involve?

Client ZoneNews
October 31, 2024

Your guide to the Autumn Budget 2024: How does it impact you?

Chancellor Rachel Reeves has unveiled the first Labour Budget in nearly 15 years, and it’s certainly landed with a bang. Read our analysis in full

We focus on long-term relationships with our clients, integrating all aspects of your finances – whether business or personal – to ensure we always 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.

Principal Dentists

Our financial advisers specialise in financial planning for Principal 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.

We focus on long-term relationships with our clients, integrating all aspects of your finances – whether business or personal – to ensure we always 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.

Principal Dentists

Our financial advisers specialise in financial planning for Principal 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.

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 build up a more independent arrangement. I had multiple 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

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

Jurassic Coast, Dorset

Take the first step towards a brighter financial future

We know that seeking financial advice can be a big step. An Initial Consultation is a brief, informal conversation where we’ll introduce ourselves, and talk about you and your future. There’s no charge, and there are no obligations.

Speak To An Adviser