Client Testimonials

Get more life out of life!

Kynance Cove, Cornwall

Chris and Annie
February 2020

Our Journey (Thus Far!) with Montgomery Charles.

We introduced ourselves to Mike Marigold (CEO) at one of his promotional seminars for Dentists at The Harbourside Heights Hotel, Sandbanks, Poole in about 2006.

We were impressed with his enthusiastic presentation and his vision for impending retirement and beyond!

2007. We began our longstanding professional association with MC after visiting Mike and his team in Trowbridge, Wilts.

Our risk profiles and Financial Planning aspirations were discussed as length, having recently sold my partnership share in a successful private practice we were ready to invest prudently. An appropriate portfolio was agreed upon. We left (Mike) feeling comfortable with the financial decisions taken and confident with the medium and long-term predictions presented to us…

Read more

More testimonials from our clients

January 10, 2020 in Testimonials

Kerry & Paula – March 2020

Sometimes you are fortunate to be in the right place at the right time – such an occasion occurred when I attended a ‘Planning for Retirement’ seminar presented by Mike…

Read More
January 10, 2020 in Testimonials

Colin and Karen – January 2020

Years ago I attended a seminar in Bath with several speakers. The particular one I was drawn to was Mike Marigold an independent financial advisor who was running a company…

Read More
September 10, 2017 in Testimonials

Sarah & Andrew – September 2017

We saw several advisers, including independent advisers, banks, building societies, etc. However, having met Mike Duddridge, we head-hunted him because he was the only Financial Adviser we had encountered with whom…

Read More
June 10, 2017 in Testimonials

Jill & Malcolm – June 2017

On the website of Montgomery Charles, there is a statement  “our fresh approach centres around you”.  This is so true. It is the central personal selling point of the business…

Read More

As 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.

Speak To An Adviser