About Us

We turn your aims and goals into a reality through expertise and planning.

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

“

Productivity is never an accident. It is always the result of a commitment to excellence, intelligent planning, and focused effort.

PAUL J. MEYER

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.

“

I would just like to drop you a line and thank you for all the hard work you have done for me.

I feel that your professionalism and especially your fresh approach to financial planning has been invaluable to me.

I'm impressed you have such depth and knowledge of the dental business and that you are able to offer such a full and complete package of services to help with our asset management.

A H, Surrey
“

It was good to see you on Friday, your meetings certainly give us food for thought and has made us rethink our strategy.

I would also like to express how professional your PA Sarah is. She is always very pleasant and helpful when I ring your office.

G & V M, Chester

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.

Mike Marigold

CEO

Mike Duddridge

Financial Planning Consultant

Rosa Nash

Chartered Financial Planner

James Whittington

Chartered Financial Planner

Tim Collyer

Chartered Financial Planner

...it's a team effort. Meet the whole Montgomery Charles family

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

Speak to one of our advisers to discuss your needs or select an option below to find out how we can help.

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Business Owners

As advisers to many successful business owners, our team has the wealth of experience you need to construct, and implement, a robust financial plan for your company.

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Principal Dentists

Our financial advisers specialise in financial planning for Principal Dentists. If you are looking to set up, merge, or hand over your practice, then you are in capable hands.

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Private Clients

Our advisers can help you reduce your tax liability, protect and grow your wealth, plan a meaningful inheritance, and secure a solid financial plan for the future.

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