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!

We then began our longstanding professional association with Montgomery Charles after visiting Mike and his team in their Trowbridge offices.

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 feeling comfortable with the financial decisions taken and confident with the medium and long-term predictions presented to us.

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More testimonials from our clients

December 7, 2022 in Testimonials

Paul – December 2022

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…

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February 10, 2020 in Testimonials

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…

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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…

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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…

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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…

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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…

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As Winston Churchill said “We make a living by what we get, but we make a life by what we give”

Andalusia, Spain

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