Montgomery CharlesMontgomery Charles
  • 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
Press enter to begin your search
Category

Testimonials

montGomAdmin 0
0
Testimonials
June 10, 2024

In their words: Jill & Malcolm

"Our adviser has a friendly personality and takes a genuine interest in us and our…
Read More
montGomAdmin 0
0
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…
Read More
montGomAdmin 0
0
Testimonials
January 10, 2024

In their words: Kerry & Paula

"Since 2008, Mike and his team have guided us through the intricacies of forming a…
Read More
montGomAdmin 0
0
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…
Read More
montGomAdmin
0
Testimonials
December 7, 2023

In their words: Paul

"I first came across Mike when he delivered a captivating talk in the after lunch…
Read More
montGomAdmin 0
0
Testimonials
September 10, 2023

In their words: Sarah & Andrew

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

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.

Legal Notice | Privacy Policy

Latest News

  • Deckchair with plantpot on tableWhat do I do if my adviser retires?
    May 21, 2025
  • Your guide to the 2025 spring Statement
    March 27, 2025
  • Montgomery Charles double up at national financial planning awards
    March 24, 2025

Follow Us

Join our newsletter and stay updated with latest news, views and events.

Join our newsletter

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