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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.

The Financial Ombudsman Service is available to resolve complaints that clients and financial services businesses aren’t able to resolve themselves. Info: The Financial Ombudsman Service.

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Latest News

  • The HMRC crackdown on high earners – are you prepared? 
    June 23, 2025
  • Deckchair with plantpot on tableWhat do I do if my adviser retires?
    May 21, 2025
  • Montgomery Charles double up at national financial planning awards
    March 28, 2025

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© 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