In their words: Colin and Karen

By January 10, 2024Testimonials

Years ago we attended a seminar in Bath with several speakers. The particular one we were drawn to was Mike Marigold – an independent financial advisor who was running a company called Montgomery Charles which mainly dealt with dentists. The subject was: “Start planning for your retirement now!”

For years previously our financial advice came from the Weslyan Society. This was a free service and suited our needs at the time. The problem was they were not independent and therefore received commission from the companies they recommended which was not always in the best interests of the client.

How glad we were that we decided to become clients of Montgomery Charles. They have changed our lives through astute management of our finances. Mike’s advice is sound, and we now have a very healthy portfolio in which all our investments have greatly exceeded our expectations. The associated fees now seem minimal compared to the rewards and benefits we have now received – which include efficient tax reductions.

When we eventually sold our business, Mike supported me in the negotiations – a completely invaluable presence as he attended all meetings and managed to obtain an excellent outcome.

We both now look forward to our yearly meetings, especially when discussing our retirement and provision for our children and grandchildren. Recently we have invested in ethical funds through Mike’s advice and they in fact have performed better than ordinary funds.

You can be involved as much or as little in your investments and the risk factor you take on board. The most important factor to us is the trust we have in Mike and his team and also the friendship we have built up over the years.

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