We saw several advisers, including independent advisers, banks, building societies, etc. However, having met Mike Duddridge, we head-hunted him because he was the only Financial Adviser we had encountered with whom we could actually understand. And we, thankfully, followed him to Montgomery Charles.
Sarah Negro, at MC, has always been an amazingly professional and friendly voice at the end of the phone. She is a tremendous asset regarding communication and information.
We very much appreciate and feel supported that your technical team are able to resolve potentially complicated queries.
“More Life out of Life” is a superb Slogan.
And friendly, approachable, personalised and independent service has helped us absolutely.
We would highly recommend MC to future investors.
Many thanks indeed to Mike Duddridge and the Team for all the hard work invested by MC on our behalf.
You have certainly enhanced our retirement plans.
Sarah & Andrew