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Montgomery Charles

Montgomery Charles Financial Management Ltd. is authorised and regulated by the Financial Conduct Authority.

Registered in Cardiff No. 03180985.

Registered office: 8 Wicker Hill, Trowbridge, Wiltshire, BA14 8JU

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Latest News

  • Your guide to the 2025 spring Statement
    March 27, 2025
  • Montgomery Charles double up at national financial planning awards
    March 24, 2025
  • Are ISA allowances set to change?
    March 19, 2025
  • Will the Labour government raise capital gains tax again?
    March 12, 2025
  • Family businesses: Staying ahead of Labour’s inheritance tax shake-up
    February 21, 2025

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Financial Ombudsman

If you wish to register a complaint, please write to us at the above address in the first instance. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (FOS).

You can find out how to do this on the FOS website, www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

01225 777999  |  [email protected]
© 2018 Montgomery Charles. Website by CreativeAdviser

  • Your Journey
    • Your Client Journey With Us
    • Guides to help you on your journey
      • When Can I Retire? Our Ultimate Guide
      • Is Property a Good Investment?
  • How We Help
    • Business Owners
      • Support for Business Owners
      • Employee Ownership
    • Principal Dentists
      • Our Specialist Service for Principal Dentists
      • Understanding the NHS Dental Contract and NHS Pensions
    • Private Clients
  • About Us
    • Our Beliefs and Purpose
    • Our Investment Strategy
    • Meet The Team
    • Client Testimonials
    • Charitable Work
    • Careers
  • News & Events
    • Latest News
    • Upcoming Events
  • Contact Us
    • Get in touch
    • Book a consultation
    • How to find us
  • Client Zone