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…
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More testimonials from our clients
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 MoreColin 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 MoreAs 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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