In their words: Sarah & Andrew

By September 10, 2023Testimonials

When seeking an adviser, we spoke to several – including independent advisers, banks, building societies, and so on. However, having met Montgomery Charles adviser Mike Duddridge, we head-hunted him because he was the only financial adviser we had encountered with whom we could actually understand.

We very much appreciate and feel supported that the Montgomery Charles technical team are able to resolve potentially complicated queries. They have always offered an amazingly professional and friendly voice at the end of the phone and they are tremendous at communication and delivering information.

Their slogan, ‘get more life out of life” is superb, and very apt.

We would highly recommend MC to future investors. Many thanks indeed to Mike and the team for all the hard work invested by Montgomery Charles on our behalf.

You have certainly enhanced our retirement plans!

Sarah & Andrew

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