Thanks for booking a consultation.

Keep an eye on your inbox for a confirmation email with your appointment details. Don’t hesitate to contact us at [email protected] if you need anything in the meantime.

St.Ives Harbour, Cornwall

What next?

Take a look at our latest news, blogs, and upcoming events

Client ZoneNews
May 10, 2024

Montgomery Charles secures over £500,000 VAT Refund for TAM Fundforce Clients

In excellent news for clients holding TAM Fundforce investments, Montgomery Charles has successfully challenged the VAT status of our fees in relation to managed portfolio services.  

Client ZoneNews
April 10, 2024

Can I retire at 55?

When it comes to the idea of early retirement, 55 is the age that most people have in their head. But can it be done? Our guide reveals all.

News
March 8, 2024

Have you got a pensions black hole?

Many of our newest clients have significantly lower NHS pension forecasts than the generation before them. What does that mean for their retirement planning, asks Chartered Financial Planner James Whittington.

Client ZoneNews
March 7, 2024

Your Guide to the Spring Budget 2024

The Chancellor of the Exchequer, Jeremy Hunt, has unveiled his 2024 Spring Budget. Explore the headlines and find out what it means for you with our easy-to-digest guide.

Client ZoneNews
February 28, 2024

Huge changes to the Lifetime Allowance and Annual Allowance – and what this means for you

Think your pension will look after itself? Think again. if you have taken an NHS pension out in the last few years, immediate action could be required, writes James Whittington.

Client ZoneNews
December 21, 2023

Montgomery Charles adviser achieves unprecedented STEP qualification

We recently had cause for celebration as one of advisers achieved a significant personal milestone – in the process significantly enhancing the quality of our service to clients.

Client ZoneNews
December 7, 2023

Is Now a Good Time to Invest? Insights from Decades of Market Wisdom

Timing the market is never easy, and at Montgomery Charles we believe it’s generally best to play the long game. But falling inflation could be a reason for potential investors to take notice, argues our CEO Mike Marigold.

Client ZoneNews
November 23, 2023

Your Guide to the Autumn Statement 2023

Jeremy Hunt, the Chancellor of the Exechequer, has delivered the Autumn Statement. Here, our CEO Mike Marigold picks out the key headlines, and summarises what the Statement might mean for you.