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Testimonials

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Testimonials
June 10, 2024

In their words: Jill & Malcolm

"Our adviser has a friendly personality and takes a genuine interest in us and our…
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Testimonials
February 10, 2024

In their words: Chris and Annie

"Montgomery Charles were able to continually reassure us that, as a result of their accurate…
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Testimonials
January 10, 2024

In their words: Kerry & Paula

"Since 2008, Mike and his team have guided us through the intricacies of forming a…
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Testimonials
January 10, 2024

In their words: Colin and Karen

"How glad we were that we decided to become clients of Montgomery Charles. They have…
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Testimonials
December 7, 2023

In their words: Paul

"I first came across Mike when he delivered a captivating talk in the after lunch…
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Testimonials
September 10, 2023

In their words: Sarah & Andrew

"We very much appreciate and feel supported that the Montgomery Charles technical team are able…
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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