If you are interested in joining us, please see our current vacancies below:

Flathead Valley, Montana

Technical Administrator

Montgomery Charles is a highly personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients. We seek a dedicated, full time Technical Administrator to join our friendly, busy and vibrant Service Team.


I use Montgomery Charles and Mike Marigold really knows his stuff. He has a great insight into how dentists think and how the business of dentistry is conducted.

The people who work with him are pleasant and efficient and are good at nudging you to do the things you promised to do; eg. signing papers and sending them back and not leaving them lingering in the in pile.

J M, Principal of a Practice in Essex

Thanks Mike and great to see you too - I found the day (Financial Life Plan Delivery) really rewarding and very much enjoyed your company.

You've got a lot to be proud of there, especially your associate Emma.

B W, Surrey