In their words: Kerry & Paula

By January 10, 2024Testimonials

Sometimes you are fortunate to be in the right place at the right time – such an occasion occurred when we attended a ‘Planning for Retirement’ seminar presented by Mike Marigold twelve years ago.

Positive messages delivered with infectious enthusiasm demonstrated Mike’s clear understanding of the finances of a dental practice, together with a reassuring holistic approach to financial planning.

Since 2008, Mike and his team have guided us through the intricacies of forming a Limited Company within a large practice, demonstrated skilful use of investment opportunities, and guided us through to an exit strategy and retirement.

We 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 meet Mike earlier!

We unhesitatingly recommend the team at Montgomery Charles for their approach and – above all – their results!

Kerry & Paula

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