Chris and Annie
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…
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 More
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
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