Sometimes you are fortunate to be in the right place at the right time – such an occasion occurred when I attended a ‘Planning for Retirement’ seminar presented by Mike Marigold twelve years ago.
Positive messages delivered with infectious enthusiasm demonstrated Mike’s clear understanding if the Finances of a Dental Practice together with a reassuring holistic approach to an individual’s financial planning.
Since 2008, Mike and his Team have guided me through the intricacies of forming a Limited Company within a large Practice, skilful use of Investment opportunities leading to an exit strategy and Retirement in 2013.
My Wife and I can now enjoy retirement in the knowledge that Montgomery Charles is taking great care of our funds despite the variations in Financial Markets.
Mike takes an enormous interest and care in assessing your aims, objectives, situation and risk analysis – my only regret is that I did not me Mike earlier!
My Wife and I unhesitatingly recommend the Team at Montgomery Charles for their approach and above all, their results!
Kerry & Paula
March 2020
