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.
More testimonials from our clients
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…
Read MoreChris 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…
Read MoreKerry & 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 More