Stonehenge, Wiltshire
Our beliefs
We believe that wealth should empower you not hold you back
We believe that money should always be doing good things
We believe that you should live life with purpose
We believe it’s not about how much you have, it’s about how well you live
Our purpose
…to combine our expertise
with your financial needs
to enable you to get more
life out of life
We do this by encouraging you to dream of your ideal life and then by applying our expertise of money and planning, we make your aims and goals a reality.
You will find us passionate about smart financial planning where your aims and goals become our motivation. Our aim is to get to know you, understand your priorities and see your future through your eyes. Our approach centres around you.
We focus on long term relationships, integrating all aspects of your finances – whether business, personal or both. This approach enables us to give you relevant and timely advice about your money. We don’t work with thousands of clients, so you will always feel valued and personally known by us.
Our History & Advisers
Mike Marigold, founding CEO, established Montgomery Charles in 1996 with the aim of providing independent, unbiased advice to affluent Business Owners, Principal Dentists and Private Clients. Being one of the first fee based IFAs from the start has meant that our advice has always focused on our clients, without commission blurring the lines.
A long list of satisfied clients for more than 25 years stand as testimony to Mike’s ability to truly understand clients and thereby be in a position to provide the financial guidance they need. Mike’s philosophy is that all his clients should be able to get more ‘life out of life’.
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Mike’s outstanding reputation in the industry has been built up over 25 years. He predominantly works with high-net-worth clients, providing them with personalised investment strategies and retirement planning advice, as well as dealing with inheritance tax issues and mitigation work.
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Tim specialises in giving unbiased holistic, financial advice to Principal Dentists, Business Owners and Private Clients. Before he found his way into the financial world, Tim originally wanted to be a Dentist. With his incite into the dental profession, Tim feels that creating a robust work/life balance is paramount.
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James Whittington has a real passion for helping his clients achieve their lifelong goals. His view is that there is a financial aspect to every dream, goal, objective and that only with comprehensive and holistic financial planning, are you best-placed to achieve them.
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We believe that money should always be doing good things
Clients of Montgomery Charles will know that a key part of our philosophy is that “We believe that money should always be doing good things”. Whether that is to help you achieve your financial goals, support your family or to support charitable causes it is important that your money is always helping improve the world. We regularly work with our clients to support the charitable causes that are important to them.
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Mount’s Bay, Cornwall
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