Kynance Cove, Cornwall
Going further for our clients…since 1996
When you ask us to look after your finances, it’s the ultimate declaration of trust. In safeguarding – and growing – your assets, you’re asking us to take care of the future for both yourself and your family. That’s a responsibility we take enormously seriously.
As a result, our staff really care about each and every one of our clients – some of whom have been with us for decades – and that comes across in our service. On this page, you’ll hear a bit about that service from our clients, in their own words.
In Their Words: Martin and Alison
“The best thing I ever did was working with a trustworthy, competent financial adviser like Montgomery Charles”. We caught up with Martin and Alison at their home in Plymouth to hear more about their journey as long-term clients.
In Their Words: Robert
“From the first time I met Mike he said: ‘I can look after your money for you, but I want you to enjoy your life'”. Here, Robert speaks about his long-term relationship with Montgomery Charles, and the impact our advice has had on his life.
More testimonials from our clients
In their words: Jill & Malcolm
“Our adviser has a friendly personality and takes a genuine interest in us and our life, and tailors his advice and suggestions to both of our financial situation and our goals in life. This approach to looking after clients is far superior and different to that of any other financial advisers we have had in the past.”
Read MoreIn their words: Chris and Annie
“Montgomery Charles were able to continually reassure us that, as a result of their accurate monitoring of the volatile nature of the marketplace, our investments had fully recovered and we were able to proceed with confidence again. To have emerged unscathed from potential financial ruin was a true test of our trust in Montgomery Charles.”
Read MoreIn their words: Kerry & Paula
“Since 2008, Mike and his team have guided us through the intricacies of forming a Limited Company within a large practice, demonstrated skilful use of investment opportunities, and guided us through to an exit strategy and retirement.”
Read MoreIn their words: Colin and Karen
“How glad we were that we decided to become clients of Montgomery Charles. They have changed our lives through astute management of our finances. Mike’s advice is sound, and we now have a very healthy portfolio in which all our investments have greatly exceeded our expectations.”
Read MoreIn their words: Paul
“I first came across Mike when he delivered a captivating talk in the after lunch ‘graveyard slot’ presentation at a BDA retirement day seminar. It is no exaggeration to say he changed our lives.”
Read MoreIn their words: Sarah & Andrew
“We very much appreciate and feel supported that the Montgomery Charles technical team are able to resolve potentially complicated queries. They have always offered an amazingly professional and friendly voice at the end of the phone and they are tremendous at communication and delivering information.”
Read MoreAs Winston Churchill said “We make a living by what we get, but we make a life by what we give”
Andalusia, Spain
Montgomery Charles is here to help you and to ensure that your money does good things. If you would like to find out more, please contact us.
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